The Big Tent

• O/S paraplanner with Tenet advisers

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• Identifying a client's history of financial ill-discipline - impact on DB transfer cases

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• Adding charges to past performance in Analytics

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• Westerby Trustee Services Limited

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• What KPIs do you use at staff reviews.

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

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

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

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

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

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

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

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• AF8 - Cashflow tool

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• R04 in 5 Weeks

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• AF8

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• Help TVC!

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

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

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

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

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

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

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

  130 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

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

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

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

  69 views 0 comments 0 points Started by Admin December 2018 Our news
• Execution Only

  122 views 1 comment 0 points Most recent by benjaminfabi December 2018Technical stuff