The Big Tent

• New business submission

  280 views 4 comments 0 points Most recent by parawhat June 2018Paraplanning tips & tricks
• Anyone used InvestAcc SIPP?

  358 views 4 comments 0 points Most recent by Jona May 2018Products & providers
• EIS and BR investments on RMA Section J

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

  220 views 3 comments 0 points Most recent by Tory May 2018General
• Cashcalc

  283 views 2 comments 0 points Most recent by Andy_Schleider May 2018Technology & IT
• HRT Pension Relief via Tax Code

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

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

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

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

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

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

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

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

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

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

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

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

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

  4K views 13 comments 0 points Most recent by Jona May 2018General
• DB increases - What does Mercer mean?

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

  274 views 3 comments 0 points Most recent by SianDaviesCole May 2018Technical stuff
• Alternative Investment Screening

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

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

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

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

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

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

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

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

  484 views 1 comment 0 points Most recent by richallum May 2018Outsourced & freelance paraplanners