The Big Tent

• Exam tips

  88 views 0 comments 0 points Started by Gayle June 29 CPD & Exams
• R01 study buddy?

  85 views 2 comments 0 points Most recent by raveenkaur June 27CPD & Exams
• Providers accepting digital signatures

  139 views 4 comments 0 points Most recent by stucker June 21Products & providers
• GMP equalisation

  89 views 1 comment 0 points Most recent by Northface June 19Technical stuff
• Non-Qualifying/RRQP Help needed

  72 views 3 comments 0 points Most recent by richardgough June 18Technical stuff
• Existing pension info sheet

  476 views 10 comments 0 points Most recent by GallusAlice June 15Paraplanning tips & tricks
• Clients Requesting Investment Withdrawals - non advised

  275 views 8 comments 0 points Most recent by Chris_Hindle1 June 14New to paraplanning
• Update on July CII and PFS Exams

  236 views 2 comments 0 points Most recent by richallum June 12CPD & Exams
• Pension Protection Fund

  85 views 3 comments 0 points Most recent by Northface June 9Technical stuff
• Rebroking Life Cover

  88 views 5 comments 0 points Most recent by Caro June 9General
• Letter template for Annual Review (Investments)

  205 views 2 comments 0 points Most recent by TerrierLady June 5General
• Pension freedoms and means-tested benefits

  84 views 4 comments 0 points Most recent by Nathan June 5Technical stuff
• J09 Help

  79 views 0 comments 0 points Started by luisamato June 5 CPD & Exams
• Running a small business during COVID-19

  897 views 36 comments 0 points Most recent by richallum June 3Outsourced & freelance paraplanners
• Discounted Gift Trusts

  161 views 7 comments 0 points Most recent by Caro June 3Technical stuff
• April 2020 exam sittings - do you think these will go ahead?

  512 views 13 comments 0 points Most recent by EmKate June 3CPD & Exams
• 'Lower value' clients

  195 views 5 comments 0 points Most recent by Gustavo_Fring June 3General
• R04

  2.8K views 60 comments 0 points Most recent by Nicole May 30CPD & Exams
• Electronically Signing Documents

  188 views 8 comments 0 points Most recent by GallusAlice May 28Technology & IT
• Electronic Signatures - Nitro Cloud

  25 views 0 comments 0 points Started by juliet May 26 Technology & IT
• Trusts at maturity of policy

  71 views 3 comments 0 points Most recent by TomLloyd_Read May 26Technical stuff
• 360 Templates

  156 views 9 comments 0 points Most recent by parawhat May 26General
• Benchmarks and Risk-mapping CIPs. What do you do?

  107 views 3 comments 0 points Most recent by parawhat May 26Technology & IT
• Pension - AA Breach / DB Scheme Pays

  79 views 2 comments 0 points Most recent by Maddy May 20Technical stuff
• Fancy a brew? ☕😊

  73 views 0 comments 0 points Started by Caro May 20 General
• St James Place

  189 views 2 comments 0 points Most recent by bonnerk May 14Products & providers
• Recommend me an office chair

  154 views 6 comments 0 points Most recent by Gustavo_Fring May 12General
• Cashflow forecast growth rates

  337 views 10 comments 0 points Most recent by Gustavo_Fring May 12Technical stuff
• Report writing tools v internal templates

  135 views 3 comments 0 points Most recent by Chris_Hindle1 May 10General
• Outsourcing Task - Final Salary

  160 views 3 comments 0 points Most recent by richallum May 6Outsourced & freelance paraplanners