The Big Tent

• Follow up to pensions & death Online Assembly

  106 views 8 comments 0 points Most recent by les_cameron February 20Technical stuff
• Difference between CII and CISI

  349 views 2 comments 0 points Most recent by 7Maid4 February 15CPD & Exams
• Returning additional funds after annuity purchase

  85 views 3 comments 0 points Most recent by les_cameron February 14Technical stuff
• Know Your Limits Wednesday 19 February 10am

  59 views 0 comments 0 points Started by Ssandle February 14 Supporter Tent
• Navigating national insurance changes using salary exchange

  47 views 0 comments 0 points Started by Ssandle February 14 Supporter Tent
• Swiss pension

  49 views 0 comments 0 points Started by TomLloyd_Read February 13 Technical stuff
• Ask the Expert - Pensions with Gareth Davies, Scottish Widows

  81 views 2 comments 0 points Most recent by GarethDavies February 12Technical stuff
• Are you looking for outsourced Paraplanning?

  201 views 0 comments 0 points Started by jayt February 12 Outsourced & freelance paraplanners
• Appetite for Paraplanning

  172 views 0 comments 0 points Started by Rosie12 February 10 Outsourced & freelance paraplanners
• LifeQuote

  92 views 0 comments 0 points Started by lewisro February 10 General
• Ask the Expert - Protection with Jon Hall, Scottish Widows

  172 views 8 comments 0 points Most recent by Wildparaplanner February 7Technical stuff
• Drawdown to drawdown transfers and stakeholder discounting rules

  103 views 3 comments 0 points Most recent by benjaminfabi February 5Technical stuff
• Electronic Money Institutions

  56 views 0 comments 0 points Started by Mjordan February 5 Products & providers
• TFP Calculators

  149 views 2 comments 0 points Most recent by RobCollins February 4Technology & IT
• Advisory AI

  544 views 4 comments 0 points Most recent by Sean_Fernyhough February 4Technology & IT
• Pre/Post 31/10/24 CGT

  61 views 3 comments 0 points Most recent by PippaO February 3Technical stuff
• Tax Free cash, LTA and Protection

  181 views 8 comments 0 points Most recent by Nathan January 29Technical stuff
• Pensions and IHT - what is a 'transfer'?

  87 views 4 comments 0 points Most recent by benjaminfabi January 29Technical stuff
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  86 views 2 comments 0 points Most recent by les_cameron January 28Technical stuff
• P1 Platform

  55 views 0 comments 0 points Started by JLaw01553 January 28 Products & providers
• Transitional Tax-Free Cash again

  98 views 3 comments 0 points Most recent by les_cameron January 27Technical stuff
• AF8 Assignment 3

  240 views 0 comments 0 points Started by irosie January 27 CPD & Exams
• Transferrable RNRB - technical question

  137 views 7 comments 0 points Most recent by les_cameron January 24Technical stuff
• Lasting Power of Attorney and Deprivation of Assets

  99 views 6 comments 0 points Most recent by TimMatthias January 23Technical stuff
• Vulnerability Training

  103 views 3 comments 0 points Most recent by mhawker January 23General
• Trusts, MPS and Investment Policy Statements

  61 views 1 comment 0 points Most recent by les_cameron January 21Technical stuff
• Views on a couple of technology providers

  104 views 0 comments 0 points Started by Wildparaplanner January 15 Technology & IT
• Task Management System

  162 views 5 comments 0 points Most recent by benjaminfabi January 13Products & providers
• Help for a Job Interview

  267 views 7 comments 0 points Most recent by Nathan January 10New to paraplanning
• Data gathering

  73 views 1 comment 0 points Most recent by Nathan January 10General