The Big Tent

• Travel to the PowWow

  91 views 0 comments 0 points Started by DanAtkinsonUK September 2018 General
• Tickets now available for the national Paraplanners Powwow - 13 September 2018!

  247 views 5 comments 0 points Most recent by Admin September 2018Our news
• Split Screen Trick

  501 views 8 comments 0 points Most recent by Sam September 2018Paraplanning tips & tricks
• How would you feel about 5 hours of CPD?

  224 views 5 comments 0 points Most recent by richallum September 2018Our news
• Tapering Annual Allowance for DB Schemes

  174 views 5 comments 0 points Most recent by Contract2Perm September 2018Technical stuff
• Compounding spreadsheet including regulars

  175 views 3 comments 0 points Most recent by ruthiebusybee September 2018Technical stuff
• R03 Personal Taxation Chat Board 18/19

  257 views 1 comment 0 points Most recent by Royals430 August 2018Paraplanning tips & tricks
• Specialist DB Paraplanner available

  206 views 0 comments 0 points Started by AA_Consulting August 2018 Outsourced & freelance paraplanners
• Finding an outsourced paraplanner

  625 views 2 comments 0 points Most recent by assured_paraplanning August 2018Outsourced & freelance paraplanners
• Trust book recommendations

  248 views 5 comments 0 points Most recent by parawhat August 2018CPD & Exams
• Life & CI for ex-pat in Dubai

  221 views 6 comments 0 points Most recent by parawhat August 2018Products & providers
• Income Protection for professional sports people

  121 views 2 comments 0 points Most recent by parawhat August 2018Products & providers
• Standard Life blocking transfers

  222 views 4 comments 0 points Most recent by Ralfos August 2018Products & providers
• Downloading Share Price history

  122 views 1 comment 0 points Most recent by amarshall August 2018Technical stuff
• Offshore bond help!

  166 views 3 comments 0 points Most recent by Jenni August 2018Technical stuff
• Experience in Paraplanning Interviews

  245 views 2 comments 0 points Most recent by arongunningham August 2018General
• Transfer at NRD but not crystallising immediately - TVAS?

  247 views 8 comments 0 points Most recent by Suse1969 August 2018Technical stuff
• With-Profit Whole of Life Policy vs Unit Linked/Flexible Whole of Life Policy.

  133 views 0 comments 0 points Started by Newbie August 2018 CPD & Exams
• Wrapper selection/tax considerations

  210 views 10 comments 0 points Most recent by Ralfos August 2018Technical stuff
• CII Level 4 Diploma Recognized Abroad?

  243 views 2 comments 0 points Most recent by Newbie August 2018General
• Bypass LTA charge by not designating uncrystallised funds

  163 views 2 comments 0 points Most recent by benjaminfabi August 2018Technical stuff
• Report writing guide for Administrators/Trainee Paraplanners

  426 views 4 comments 0 points Most recent by richallum August 2018General
• Expenditure analysis

  218 views 1 comment 0 points Most recent by Debradee August 2018Paraplanning tips & tricks
• Moving to Intelliflo

  204 views 1 comment 0 points Most recent by arongunningham August 2018Technology & IT
• Lifetime Allowance Query

  151 views 2 comments 0 points Most recent by Sam August 2018General
• Powwow South West 2018

  183 views 2 comments 0 points Most recent by Admin August 2018Our news
• SSAS to SSAS transfer

  167 views 5 comments 0 points Most recent by Ralfos August 2018Technical stuff
• Scheme Specific PCLS (for a DB scheme)

  140 views 1 comment 0 points Most recent by Clare_Weight August 2018Technical stuff
• Advice on getting started

  2.1K views 14 comments 0 points Most recent by Andy_Schleider August 2018Paraplanning tips & tricks
• Getting back in the game

  127 views 0 comments 0 points Started by ruthiebusybee July 2018 Paraplanning tips & tricks