The Big Tent

• FCA, Annual reviews and Fees

  254 views 11 comments 0 points Most recent by AlbertaNK September 2019Technical stuff
• Diploma in Financial Planning vs Diploma in Regulated Financial Planning

  598 views 2 comments 0 points Most recent by chellejackson September 2019CPD & Exams
• R03

  152 views 0 comments 0 points Started by NatD1984 September 2019 CPD & Exams
• Impact investing and the power of storytelling

  88 views 0 comments 0 points Started by DanAtkinsonUK September 2019 General
• AF5 support materials - which is better?

  220 views 3 comments 0 points Most recent by T_Smith September 2019CPD & Exams
• Exams

  230 views 2 comments 0 points Most recent by Yonkers420 September 2019CPD & Exams
• Belgian Pension

  107 views 5 comments 0 points Most recent by Northface September 2019Technical stuff
• Salary sacrifice - help!

  173 views 6 comments 0 points Most recent by ruthiebusybee September 2019General
• Recommending taking DB income

  132 views 2 comments 0 points Most recent by lauroyle September 2019Technical stuff
• Company makeover project - looking for help/advice

  95 views 1 comment 0 points Most recent by richallum September 2019General
• Your thoughts on Synaptic

  81 views 0 comments 0 points Started by arongunningham September 2019 Products & providers
• How to become an outsourced paraplanner

  886 views 2 comments 0 points Most recent by HJB1920 September 2019Outsourced & freelance paraplanners
• Bond gain calculator (CashCalc alternative)

  298 views 6 comments 0 points Most recent by parawhat September 2019Technology & IT
• Income & CGT liability when Income is mandated to Beneficiary for Discretionary Trust

  108 views 2 comments 0 points Most recent by SW1990 September 2019Technical stuff
• Report Writing Tools

  304 views 4 comments 0 points Most recent by SW1990 September 2019Products & providers
• IHT and income shortfall question

  132 views 6 comments 0 points Most recent by ParaPiri September 2019Technical stuff
• External consultants

  218 views 7 comments 0 points Most recent by amarshall September 2019Team leaders & managers
• Off the shelf passive portfolios

  240 views 10 comments 0 points Most recent by SW1990 September 2019Products & providers
• LP2

  136 views 1 comment 0 points Most recent by AmyLG September 2019Technical stuff
• AML for corporates/companies - SIPP contributions from an employer

  191 views 0 comments 0 points Started by amcmillan September 2019 Paraplanning tips & tricks
• Focus Solutions Cashflow Modelling tool & Tools linking up with CP19/25

  124 views 2 comments 0 points Most recent by richallum September 2019Technology & IT
• Voyant Adviser & GO

  193 views 2 comments 0 points Most recent by DanAtkinsonUK September 2019Technology & IT
• Buddy Transfer Question

  509 views 5 comments 0 points Most recent by parawhat September 2019Technical stuff
• Paraplanners and hens teeth

  920 views 27 comments 0 points Most recent by Wildcherry September 2019General
• AF6

  652 views 5 comments 0 points Most recent by PPWow September 2019CPD & Exams
• Excel spreadsheet for calculating tiered charges

  5.8K views 10 comments 0 points Most recent by Nathan September 2019Technology & IT
• Revision aids – 2019–20 R02

  123 views 0 comments 0 points Started by Richwhite181 September 2019 CPD & Exams
• Covering Brexit in Suitability Reports

  182 views 6 comments 0 points Most recent by Andy_Schleider September 2019Technical stuff
• Voice recognition software

  173 views 6 comments 0 points Most recent by Gustavo_Fring September 2019Technology & IT
• Non-regulated private client work

  222 views 5 comments 0 points Most recent by PPWow September 2019Outsourced & freelance paraplanners