The Big Tent

• Finding an outsourced paraplanner

  660 views 2 comments 0 points Most recent by assured_paraplanning August 2018Outsourced & freelance paraplanners
• Trust book recommendations

  262 views 5 comments 0 points Most recent by parawhat August 2018CPD & Exams
• Life & CI for ex-pat in Dubai

  222 views 6 comments 0 points Most recent by parawhat August 2018Products & providers
• Income Protection for professional sports people

  130 views 2 comments 0 points Most recent by parawhat August 2018Products & providers
• Standard Life blocking transfers

  235 views 4 comments 0 points Most recent by Ralfos August 2018Products & providers
• Downloading Share Price history

  129 views 1 comment 0 points Most recent by amarshall August 2018Technical stuff
• Offshore bond help!

  170 views 3 comments 0 points Most recent by Jenni August 2018Technical stuff
• Experience in Paraplanning Interviews

  310 views 2 comments 0 points Most recent by arongunningham August 2018General
• Transfer at NRD but not crystallising immediately - TVAS?

  275 views 8 comments 0 points Most recent by Suse1969 August 2018Technical stuff
• With-Profit Whole of Life Policy vs Unit Linked/Flexible Whole of Life Policy.

  164 views 0 comments 0 points Started by Newbie August 2018 CPD & Exams
• Wrapper selection/tax considerations

  229 views 10 comments 0 points Most recent by Ralfos August 2018Technical stuff
• CII Level 4 Diploma Recognized Abroad?

  252 views 2 comments 0 points Most recent by Newbie August 2018General
• Bypass LTA charge by not designating uncrystallised funds

  172 views 2 comments 0 points Most recent by benjaminfabi August 2018Technical stuff
• Report writing guide for Administrators/Trainee Paraplanners

  453 views 4 comments 0 points Most recent by richallum August 2018General
• Expenditure analysis

  221 views 1 comment 0 points Most recent by Debradee August 2018Paraplanning tips & tricks
• Moving to Intelliflo

  222 views 1 comment 0 points Most recent by arongunningham August 2018Technology & IT
• Lifetime Allowance Query

  153 views 2 comments 0 points Most recent by Sam August 2018General
• Powwow South West 2018

  187 views 2 comments 0 points Most recent by Admin August 2018Our news
• SSAS to SSAS transfer

  174 views 5 comments 0 points Most recent by Ralfos August 2018Technical stuff
• Scheme Specific PCLS (for a DB scheme)

  149 views 1 comment 0 points Most recent by Clare_Weight August 2018Technical stuff
• Advice on getting started

  2.2K views 14 comments 0 points Most recent by Andy_Schleider August 2018Paraplanning tips & tricks
• Getting back in the game

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

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

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

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

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

  6.9K views 17 comments 0 points Most recent by natiaa July 2018CPD & Exams
• Sitting R01 examination in October but purchased materials in June

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

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

  482 views 4 comments 0 points Most recent by Clare_Weight July 2018General