The Big Tent

• Pension Annuity Common Quotation Form

  119 views 3 comments 0 points Most recent by TimMatthias June 2025General
• UK IHT for Australian Superannuation

  76 views 2 comments 0 points Most recent by Radnor June 2025Technical stuff
• Bond gains when settled into a life interest trust

  103 views 6 comments 0 points Most recent by Wildparaplanner June 2025Technical stuff
• Disabled Persons Trust

  83 views 2 comments 0 points Most recent by amarshall May 2025Technical stuff
• Defined Benefit Pension - Lump Sum Allowance

  68 views 1 comment 0 points Most recent by les_cameron May 2025Technical stuff
• What AI tools or services are you using or looking at?

  1.3K views 30 comments 0 points Most recent by smith May 2025Technology & IT
• APS S&S ISA cancellation rights into an existing plan

  88 views 1 comment 0 points Most recent by benjaminfabi May 2025Technical stuff
• Teachers' Pension Scheme - PIAs

  151 views 4 comments 0 points Most recent by les_cameron May 2025Technical stuff
• Scottish Widows Platform introduces drip-feed drawdown

  83 views 0 comments 0 points Started by Ssandle May 2025 Supporter Tent
• Rysaffe Principle query

  93 views 0 comments 0 points Started by Wildparaplanner May 2025 Technical stuff
• Gift inter vivos query for gifting PCLS

  105 views 1 comment 0 points Most recent by benjaminfabi May 2025Technical stuff
• IHT vodcast from Scottish Widows

  62 views 1 comment 0 points Most recent by SA96 May 2025Supporter Tent
• Product Research Systems

  150 views 1 comment 0 points Most recent by Steven_McBurnie April 2025Technology & IT
• Auto Rebalancing functionality on platforms

  114 views 2 comments 0 points Most recent by benjaminfabi April 2025Technical stuff
• Copilot

  111 views 0 comments 0 points Started by Sean_Fernyhough April 2025 General
• Reduction in relief for AIM

  103 views 1 comment 0 points Most recent by SA96 April 2025Technical stuff
• Report checking

  177 views 1 comment 0 points Most recent by smith April 2025Paraplanning tips & tricks
• Trying to break into Financial Planning

  171 views 1 comment 0 points Most recent by sch0501 April 2025New to paraplanning
• Withdrawing pension money as a POA to gift to son

  114 views 2 comments 0 points Most recent by les_cameron April 2025Technical stuff
• CPD for Paraplanners

  200 views 2 comments 0 points Most recent by Steven_McBurnie April 2025CPD & Exams
• 10% Drop Notifications

  166 views 2 comments 0 points Most recent by fredboiii95 April 2025Technical stuff
• DGT query

  210 views 7 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Quick Bond surrender question....

  91 views 2 comments 0 points Most recent by Amy April 2025Technical stuff
• JISA & ISA

  79 views 3 comments 0 points Most recent by GarethM April 2025Technical stuff
• Purchase of an Annuity logistics

  86 views 2 comments 0 points Most recent by Nathan April 2025Administrator's Tent
• Scottish Widows Platform Paraplanner Room - new articles

  66 views 0 comments 0 points Started by Ssandle April 2025 Supporter Tent
• Standalone Lump Sum Payment

  108 views 1 comment 0 points Most recent by les_cameron April 2025Technical stuff
• Trainee Paraplanner progression scheme

  141 views 2 comments 0 points Most recent by PTLeader April 2025Team leaders & managers
• Tax consequences of spousal transfers

  294 views 13 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Valuations

  73 views 0 comments 0 points Started by smith April 2025 General