The Big Tent

• Studying techniques

  143 views 1 comment 0 points Most recent by Jona January 2019CPD & Exams
• O/S paraplanner with Tenet advisers

  358 views 2 comments 0 points Most recent by angela January 2019Outsourced & freelance paraplanners
• Identifying a client's history of financial ill-discipline - impact on DB transfer cases

  173 views 6 comments 0 points Most recent by Suse1969 January 2019Technical stuff
• Adding charges to past performance in Analytics

  132 views 1 comment 0 points Most recent by Nathan January 2019Paraplanning tips & tricks
• Westerby Trustee Services Limited

  88 views 3 comments 0 points Most recent by arongunningham January 2019Products & providers
• What KPIs do you use at staff reviews.

  586 views 4 comments 0 points Most recent by Jona January 2019Team leaders & managers
• APTA assumptions for post NRA members

  100 views 2 comments 0 points Most recent by richallum January 2019Technical stuff
• Tapered AA idea

  128 views 3 comments 0 points Most recent by Jona January 2019Technical stuff
• Regulated Retail Investment Adviser Re-Evaluation (RAR)

  198 views 4 comments 0 points Most recent by benjaminfabi January 2019CPD & Exams
• Powwow in the Middle - 16 January 2019

  99 views 1 comment 0 points Most recent by Admin January 2019Our news
• Fund Based Commission

  117 views 1 comment 0 points Most recent by arongunningham January 2019Technical stuff
• Risk & Capacity for loss

  408 views 5 comments 0 points Most recent by Suse1969 January 2019Paraplanning tips & tricks
• Exams AND Coursework at the same time....

  365 views 8 comments 0 points Most recent by kpin January 2019CPD & Exams
• AF8 - Cashflow tool

  381 views 3 comments 0 points Most recent by kpin January 2019CPD & Exams
• R04 in 5 Weeks

  3.1K views 9 comments 0 points Most recent by BP2012 January 2019CPD & Exams
• AF8

  714 views 2 comments 0 points Most recent by kpin January 2019CPD & Exams
• Help TVC!

  157 views 4 comments 0 points Most recent by Yonkers420 January 2019Technical stuff
• Investments for 17 (nearly 18) year old

  174 views 10 comments 0 points Most recent by Yonkers420 January 2019Technical stuff
• Panacea Calculators

  245 views 1 comment 0 points Most recent by parawhat December 2018Paraplanning tips & tricks
• Scheme pays vs self pay

  147 views 5 comments 0 points Most recent by RoxyParaplanner December 2018General
• Bespoke Training Solutions

  198 views 1 comment 0 points Most recent by mrswhit13 December 2018CPD & Exams
• New classroom based Diploma in Regulated Financial Planning

  315 views 4 comments 0 points Most recent by Andy_Schleider December 2018CPD & Exams
• Invidion IS back

  516 views 12 comments 0 points Most recent by Nath December 2018Paraplanning tips & tricks
• Increase in DIS whilst in Serious Ill Health

  122 views 2 comments 0 points Most recent by Jona December 2018Technical stuff
• Cashflow projections for DB transfers

  158 views 2 comments 0 points Most recent by Colinstewart76 December 2018Technical stuff
• Advisers look to shift duties to paraplanners

  406 views 9 comments 0 points Most recent by Clare_Weight December 2018General
• Howwow online: Putting protection through its paces with Aegon - 19 December 2019

  73 views 0 comments 0 points Started by Admin December 2018 Our news
• What to do while waiting for your results

  418 views 7 comments 0 points Most recent by Kmomia82 December 2018CPD & Exams
• Tapering Annual Allowance

  190 views 13 comments 0 points Most recent by StuartBFM December 2018Technical stuff
• November's Powwow Post Round-up

  65 views 0 comments 0 points Started by Admin December 2018 Our news