The Big Tent

• Scheme Specific PCLS (for a DB scheme)

  157 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

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

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

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

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

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

  7K views 17 comments 0 points Most recent by natiaa July 2018CPD & Exams
• Sitting R01 examination in October but purchased materials in June

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

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

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

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

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

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

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

  105 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

  348 views 11 comments 0 points Most recent by DanAtkinsonUK July 2018Products & providers
• Mifid II Updates on progress

  370 views 7 comments 0 points Most recent by HughJ July 2018Technical stuff
• New FE Analytics RIY calculator

  420 views 10 comments 0 points Most recent by richallum July 2018Technology & IT
• Pension Switch Due Diligence & Software

  178 views 1 comment 0 points Most recent by Gustavo_Fring July 2018Technology & IT
• Report writing Howwow

  183 views 4 comments 0 points Most recent by richallum July 2018Our news
• Independent vs Restricted Advantages & Disadvantages

  235 views 2 comments 0 points Most recent by Newbie July 2018CPD & Exams
• Moving from an Advisory to Discretionary investment proposition

  216 views 12 comments 0 points Most recent by Gustavo_Fring July 2018General
• Group DIS with no minimum criteria

  141 views 4 comments 0 points Most recent by arongunningham July 2018Technical stuff
• Family Investment Company Follow up

  202 views 1 comment 0 points Most recent by Colinstewart76 July 2018Technical stuff
• AF7 training

  504 views 7 comments 0 points Most recent by Gustavo_Fring July 2018CPD & Exams
• CPI and Lifetime Allowance

  140 views 2 comments 0 points Most recent by arongunningham July 2018Technical stuff
• New TVC

  413 views 7 comments 0 points Most recent by benjaminfabi July 2018Technical stuff
• Scientific Calculator and Calculations for R02 exam

  2K views 10 comments 0 points Most recent by Clairebear512 July 2018CPD & Exams