The Big Tent

• Recommending taking DB income

  131 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

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

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

  107 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

  190 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

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

  5.7K 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
• R01 - My First Exam - My Thoughts

  6.3K views 11 comments 0 points Most recent by LuizaBTS August 2019CPD & Exams
• R02 exam questions and papers

  482 views 1 comment 0 points Most recent by LuizaBTS August 2019CPD & Exams
• State Pension Top Ups

  91 views 2 comments 0 points Most recent by julesstewart1983 August 2019General
• What Role do Paraplanners Play in the Advice Process?

  143 views 4 comments 0 points Most recent by amarshall August 2019General
• Due diligence on advisers

  247 views 3 comments 0 points Most recent by richallum August 2019Outsourced & freelance paraplanners
• Outsourced guys - what research tools do you use?

  299 views 5 comments 0 points Most recent by Caro August 2019Outsourced & freelance paraplanners
• Excel Spreadsheet Help

  406 views 2 comments 0 points Most recent by Rcaisley August 2019Paraplanning tips & tricks
• Redmill Advance - R01

  2.3K views 15 comments 0 points Most recent by Dxm87 August 2019CPD & Exams