The Big Tent

• Report Writing Howwow

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• New business submission

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• EIS and BR investments on RMA Section J

  160 views 0 comments 0 points Started by PeterM May 2018 Technical stuff
• Shadowing?

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• Cashcalc

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• HRT Pension Relief via Tax Code

  155 views 1 comment 0 points Most recent by arongunningham May 2018Technical stuff
• Suitability Report Templates

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• Howwow online: Rory Percival talks cash flow planning - 31 May 2018

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

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• Simpler language

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• Arc Trustees Ltd

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• Pension transfer specialist

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• What part of the report takes the most time?

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• Fixed Term Annuities

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

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

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

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

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

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• DB increases - What does Mercer mean?

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

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• Alternative Investment Screening

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

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

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

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

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

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

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

  314 views 3 comments 0 points Most recent by richallum May 2018Technical stuff