The Big Tent

• Where do you invest personally?

  234 views 8 comments 0 points Most recent by DanAtkinsonUK January 29General
• Standard Life With Profits - 4% Guarantee Growth Rate

  425 views 3 comments 0 points Most recent by benjaminfabi January 29Technical stuff
• Interview Questions

  77 views 0 comments 0 points Started by Nathan January 29 Technical stuff
• Trainee Adviser

  199 views 2 comments 0 points Most recent by RohanSivajoti January 28General
• Bulk fund switch

  69 views 2 comments 0 points Most recent by richardgough January 21Technical stuff
• Team Structure - What works for you?

  90 views 7 comments 0 points Most recent by Clare_Weight January 21Administrator's Tent
• I'm going to raise that subject again - Adviser charging statements and Mifid2

  86 views 0 comments 0 points Started by ruthiebusybee January 20 General
• Professional Indemnity Insurance

  131 views 3 comments 0 points Most recent by richallum January 19Outsourced & freelance paraplanners
• Sharia Investing

  141 views 4 comments 0 points Most recent by mq123 January 14Technical stuff
• Platform due diligence help

  114 views 2 comments 0 points Most recent by arongunningham January 13Products & providers
• Investment Bond encashment within a SSAS

  78 views 2 comments 0 points Most recent by Colin1980 January 11Technical stuff
• Trust/ MWPA help

  167 views 5 comments 0 points Most recent by Caro January 8Technical stuff
• Charging for telephone calls to providers

  182 views 3 comments 0 points Most recent by arongunningham January 7Outsourced & freelance paraplanners
• MiFID II Ex-ante disclosure for fund switches/portfolio changes

  499 views 7 comments 0 points Most recent by benjaminfabi December 2020Technical stuff
• Difference between a Model Portfolio vs ie Scottish Widows Pension Portfolio or RL Governed Portfoli

  159 views 8 comments 0 points Most recent by arongunningham December 2020Technical stuff
• RO2 question query

  153 views 4 comments 0 points Most recent by ClaireE1 December 2020CPD & Exams
• Transferring stock to a spouse

  94 views 1 comment 0 points Most recent by PPWow December 2020Technical stuff
• Help on R04

  155 views 3 comments 0 points Most recent by Anna03 December 2020CPD & Exams
• Project management - webinars/reading?

  121 views 4 comments 0 points Most recent by ruthiebusybee December 2020General
• Help for anyone trying to break into Paraplanning and financial planning

  223 views 1 comment 0 points Most recent by StephenH December 2020New to paraplanning
• AF1 - February 2021

  109 views 0 comments 0 points Started by Alexander December 2020 CPD & Exams
• Are you organising a virtual Christmas do?

  147 views 5 comments 0 points Most recent by Clare_Weight December 2020General
• Complete IT support shake-up - opinions please!

  408 views 18 comments 0 points Most recent by richallum December 2020Technology & IT
• Dutch funds for UK investors

  74 views 2 comments 0 points Most recent by DanAtkinsonUK December 2020Technical stuff
• Initial Costs

  181 views 3 comments 0 points Most recent by Andy_Schleider December 2020Outsourced & freelance paraplanners
• MPS Info

  128 views 3 comments 0 points Most recent by arongunningham December 2020Technical stuff
• AF exams - sitting more than one at a time

  236 views 4 comments 0 points Most recent by SW1990 December 2020CPD & Exams
• Pension Switching - Selectapension vs Adviserasset

  116 views 1 comment 0 points Most recent by richardgough November 2020Products & providers
• Pension sharing and getting information from providers

  88 views 2 comments 0 points Most recent by Marta November 2020Technical stuff
• Future paraplanner seeking career advice

  744 views 15 comments 0 points Most recent by Gradient November 2020New to paraplanning