The Big Tent

• Final Salary member in accrual

  96 views 2 comments 0 points Most recent by arongunningham October 2018Technical stuff
• DFM due diligence

  120 views 1 comment 0 points Most recent by Suse1969 October 2018General
• Excel training

  178 views 2 comments 0 points Most recent by ruthiebusybee October 2018Technology & IT
• State of the Adviser Nation - what do paraplanners think?

  157 views 1 comment 0 points Most recent by Suse1969 October 2018General
• Income paid gross from SSAS

  251 views 6 comments 0 points Most recent by Suse1969 October 2018Technical stuff
• Professional Referrals

  110 views 1 comment 0 points Most recent by Suse1969 October 2018Technical stuff
• AF5

  223 views 2 comments 0 points Most recent by Mattclegg October 2018CPD & Exams
• Word Hints and Tips

  356 views 4 comments 0 points Most recent by arongunningham October 2018Paraplanning tips & tricks
• Low Value Pension Transfer idea

  190 views 3 comments 0 points Most recent by Caro October 2018Technical stuff
• Asset Allocation at annual review

  130 views 3 comments 0 points Most recent by parawhat October 2018Technical stuff
• STEP exams

  280 views 4 comments 0 points Most recent by charlotte.e October 2018CPD & Exams
• Final Salary AA Tax Charge

  92 views 4 comments 0 points Most recent by Pedro October 2018Technical stuff
• EX-ANTE COST CALCULATOR FE

  267 views 4 comments 0 points Most recent by Nathan October 2018Paraplanning tips & tricks
• Full fund withdrawal tax free due to terminal illness

  161 views 5 comments 0 points Most recent by richardgough October 2018Products & providers
• Cashcalc thoughts please

  724 views 9 comments 0 points Most recent by MothiusManius September 2018Technology & IT
• Which pension switching tool?

  253 views 3 comments 0 points Most recent by MothiusManius September 2018Technology & IT
• ISA Transfer Suitability Letter

  603 views 4 comments 0 points Most recent by Gustavo_Fring September 2018Technical stuff
• Peer to Peer - any good "training" sources?

  109 views 2 comments 0 points Most recent by Suse1969 September 2018Products & providers
• AF5 Past Papers

  1.6K views 18 comments 0 points Most recent by J_Manning September 2018CPD & Exams
• State pension forecasts

  93 views 1 comment 0 points Most recent by Verus September 2018Technical stuff
• 4 Page Reports

  417 views 10 comments 0 points Most recent by Clare_Weight September 2018Paraplanning tips & tricks
• Enhanced Lifetime Allowance (international)

  283 views 3 comments 0 points Most recent by Clare_Weight September 2018Technical stuff
• Dynamic Planner - Asset Allocation Update

  132 views 2 comments 0 points Most recent by arongunningham September 2018Products & providers
• Document Generation

  136 views 0 comments 0 points Started by BillSmith September 2018 Technology & IT
• J09

  810 views 4 comments 0 points Most recent by Alexandra September 2018CPD & Exams
• Question for PP managers - maintaining report quality

  376 views 8 comments 0 points Most recent by Pedro September 2018Team leaders & managers
• J05/AF7 study strategies

  514 views 3 comments 0 points Most recent by Clare_Weight September 2018CPD & Exams
• Template GDPR contract for a para planner

  131 views 0 comments 0 points Started by AA_Consulting September 2018 General
• Shoe Horning

  211 views 2 comments 0 points Most recent by parawhat September 2018Technical stuff
• Is a conversion of share class subject to CGT?

  1.3K views 5 comments 0 points Most recent by parawhat September 2018Technical stuff