The Big Tent

• Experience in Paraplanning Interviews

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

  274 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.

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

  228 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

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

  452 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

  152 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)

  148 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

  135 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

  587 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

  245 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?

  479 views 4 comments 0 points Most recent by Clare_Weight July 2018General
• R02/R03

  303 views 0 comments 0 points Started by jsaw90 July 2018 CPD & Exams
• Pension Review Report

  302 views 7 comments 0 points Most recent by Nath July 2018Technical stuff
• Crystal Clear mark

  165 views 1 comment 0 points Most recent by arongunningham July 2018General
• Howwow online: Building & running a paraplanning team - 25 July 2018

  137 views 0 comments 0 points Started by Admin July 2018 Our news
• Powwow North of the Border - 24 July 2018, 3pm

  100 views 0 comments 0 points Started by Admin July 2018 Our news
• R06 July - Feedback and Discussion

  1.1K views 6 comments 0 points Most recent by andrew88 July 2018CPD & Exams
• Ethical Funds

  344 views 11 comments 0 points Most recent by DanAtkinsonUK July 2018Products & providers