The Big Tent

• 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

  165 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

  126 views 0 comments 0 points Started by ruthiebusybee July 2018 Paraplanning tips & tricks
• Partial DB Transfer

  467 views 4 comments 0 points Most recent by Suse1969 July 2018Technical stuff
• CISI now CII... - R04

  577 views 3 comments 0 points Most recent by Contract2Perm July 2018CPD & Exams
• Freelance paraplanner available

  207 views 0 comments 0 points Started by Yonkers420 July 2018 Outsourced & freelance paraplanners
• Offshore Reporting Funds

  134 views 1 comment 0 points Most recent by DanAtkinsonUK July 2018Technical stuff
• Doing CII exams 'in order'?

  6.7K views 17 comments 0 points Most recent by natiaa July 2018CPD & Exams
• Sitting R01 examination in October but purchased materials in June

  238 views 2 comments 0 points Most recent by Newbie July 2018CPD & Exams
• Alternative wording - "Illustrative Annuity Purchase Date"

  125 views 3 comments 0 points Most recent by arongunningham July 2018General
• Who should Fact find - the adviser, the paraplanner, or a combination?

  418 views 4 comments 0 points Most recent by Clare_Weight July 2018General
• R02/R03

  300 views 0 comments 0 points Started by jsaw90 July 2018 CPD & Exams
• Pension Review Report

  273 views 7 comments 0 points Most recent by Nath July 2018Technical stuff
• Crystal Clear mark

  154 views 1 comment 0 points Most recent by arongunningham July 2018General
• Howwow online: Building & running a paraplanning team - 25 July 2018

  131 views 0 comments 0 points Started by Admin July 2018 Our news
• Powwow North of the Border - 24 July 2018, 3pm

  92 views 0 comments 0 points Started by Admin July 2018 Our news
• R06 July - Feedback and Discussion

  970 views 6 comments 0 points Most recent by andrew88 July 2018CPD & Exams
• Ethical Funds

  336 views 11 comments 0 points Most recent by DanAtkinsonUK July 2018Products & providers
• Mifid II Updates on progress

  346 views 7 comments 0 points Most recent by HughJ July 2018Technical stuff
• New FE Analytics RIY calculator

  409 views 10 comments 0 points Most recent by richallum July 2018Technology & IT
• Pension Switch Due Diligence & Software

  168 views 1 comment 0 points Most recent by Gustavo_Fring July 2018Technology & IT
• Report writing Howwow

  170 views 4 comments 0 points Most recent by richallum July 2018Our news
• Independent vs Restricted Advantages & Disadvantages

  217 views 2 comments 0 points Most recent by Newbie July 2018CPD & Exams