The Big Tent

• AML for corporates/companies - SIPP contributions from an employer

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

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

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

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

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

  657 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

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

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

  177 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

  6.4K views 11 comments 0 points Most recent by LuizaBTS August 2019CPD & Exams
• R02 exam questions and papers

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

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

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

  255 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

  412 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
• Individual Protection 2016

  78 views 0 comments 0 points Started by Chrisg1 August 2019 Technical stuff
• R01 - help!

  169 views 1 comment 0 points Most recent by stacey_smith August 2019CPD & Exams
• Ethical Providers (alternatives to Parmenion)

  208 views 4 comments 0 points Most recent by Rcaisley August 2019Technical stuff
• Redmill Advance-RO1

  206 views 1 comment 0 points Most recent by Dr1ver August 2019CPD & Exams
• DB SSAS question

  201 views 1 comment 0 points Most recent by DanAtkinsonUK August 2019Technical stuff
• Deferred Annuity

  64 views 1 comment 0 points Most recent by DanAtkinsonUK August 2019Technical stuff
• Deed of Variation on Joint Capital Redemption Bond

  185 views 5 comments 0 points Most recent by richardgough August 2019Technical stuff
• FONT

  117 views 2 comments 0 points Most recent by Nathan August 2019General
• GDPR question for outsourced paraplanners

  271 views 3 comments 0 points Most recent by Claire Goodwin August 2019Outsourced & freelance paraplanners
• Small pots and lifetime allowance protection

  202 views 5 comments 0 points Most recent by Suse1969 August 2019Technical stuff
• PI Insurance - to have or not to have

  541 views 9 comments 0 points Most recent by richallum August 2019Outsourced & freelance paraplanners