The Big Tent

• Suitability Report Templates

  740 views 5 comments 0 points Most recent by edevan5 May 2018General
• Howwow online: Rory Percival talks cash flow planning - 31 May 2018

  162 views 0 comments 0 points Started by Admin May 2018 Our news
• How do you train your admin?

  578 views 9 comments 0 points Most recent by stacey_smith May 2018CPD & Exams
• Simpler language

  320 views 4 comments 0 points Most recent by muppetonastick May 2018General
• Arc Trustees Ltd

  152 views 0 comments 0 points Started by Suse1969 May 2018 Products & providers
• Pension transfer specialist

  213 views 3 comments 0 points Most recent by richallum May 2018General
• What part of the report takes the most time?

  312 views 5 comments 0 points Most recent by Janeen.Stevens May 2018General
• Fixed Term Annuities

  165 views 2 comments 0 points Most recent by arongunningham May 2018Technical stuff
• The Utmost Tax and Trust online Howwow series!

  99 views 0 comments 0 points Started by Admin May 2018 Our news
• Investment committee - sign off processes

  191 views 0 comments 0 points Started by muppetonastick May 2018 Paraplanning tips & tricks
• Book now for the LIVE report writing Howwow, 28 June 2018

  116 views 0 comments 0 points Started by Admin May 2018 Our news
• Octopus Insured ITS

  237 views 6 comments 0 points Most recent by richallum May 2018Products & providers
• GDPR & Posting

  3.9K views 13 comments 0 points Most recent by Jona May 2018General
• DB increases - What does Mercer mean?

  207 views 1 comment 0 points Most recent by edevan5 May 2018Technical stuff
• Risk Profiling Questionnaire

  251 views 3 comments 0 points Most recent by SianDaviesCole May 2018Technical stuff
• To VAT or not to VAT (that is the question)

  476 views 7 comments 0 points Most recent by Suse1969 May 2018Technical stuff
• Alternative Investment Screening

  187 views 2 comments 0 points Most recent by parawhat May 2018Technology & IT
• Intelliflo Portfolio Analyser

  227 views 1 comment 0 points Most recent by Suse1969 May 2018Technology & IT
• The impact of AI on Paraplanning

  608 views 9 comments 0 points Most recent by Jona May 2018Technology & IT
• Car Share to CISI Paraplanning Conference 13/6 from Bristol Offered

  138 views 0 comments 0 points Started by Maddy May 2018 General
• Powwow Down South 2018

  282 views 6 comments 0 points Most recent by Admin May 2018Our news
• Join a paraplanner study group

  684 views 10 comments 0 points Most recent by richardgough May 2018CPD & Exams
• R01 - Audio

  811 views 1 comment 0 points Most recent by Jona May 2018CPD & Exams
• Cashflow and the lifetime allowance test at age 75

  307 views 3 comments 0 points Most recent by richallum May 2018Technical stuff
• Freelance Paraplanner Required

  470 views 1 comment 0 points Most recent by richallum May 2018Outsourced & freelance paraplanners
• Retirement Advantage Hybrid Product

  163 views 2 comments 0 points Most recent by amarshall April 2018Technical stuff
• Occupational scheme retirement ages and PCLS

  195 views 1 comment 0 points Most recent by richardgough April 2018Technical stuff
• Howwow online: What do the FCA papers mean for DB transfers? - 25 April 2018

  168 views 1 comment 0 points Most recent by Admin April 2018Our news
• PI Insurance

  220 views 3 comments 0 points Most recent by richallum April 2018General
• Scheme Specific Tax Free Cash in Defined Benefits schemes

  290 views 1 comment 0 points Most recent by benjaminfabi April 2018Technical stuff