The Big Tent

• LSA query

  60 views 1 comment 0 points Most recent by benjaminfabi June 2025Technical stuff
• Your help is needed by the Consumer Duty Alliance 😊

  68 views 1 comment 0 points Most recent by Calvert76 June 2025General
• J09 - Cash Flow Analysis

  139 views 1 comment 0 points Most recent by Wildparaplanner June 2025CPD & Exams
• TTFA Certificate for BCE 3 for a Pre A day Pension

  108 views 2 comments 0 points Most recent by PeterM June 2025Technical stuff
• Terms of Business

  107 views 0 comments 0 points Started by SophieApacible June 2025 Outsourced & freelance paraplanners
• Pension Annuity Common Quotation Form

  122 views 3 comments 0 points Most recent by TimMatthias June 2025General
• UK IHT for Australian Superannuation

  81 views 2 comments 0 points Most recent by Radnor June 2025Technical stuff
• Bond gains when settled into a life interest trust

  105 views 6 comments 0 points Most recent by Wildparaplanner June 2025Technical stuff
• Disabled Persons Trust

  90 views 2 comments 0 points Most recent by amarshall May 2025Technical stuff
• Defined Benefit Pension - Lump Sum Allowance

  74 views 1 comment 0 points Most recent by les_cameron May 2025Technical stuff
• What AI tools or services are you using or looking at?

  1.4K views 30 comments 0 points Most recent by smith May 2025Technology & IT
• APS S&S ISA cancellation rights into an existing plan

  103 views 1 comment 0 points Most recent by benjaminfabi May 2025Technical stuff
• Teachers' Pension Scheme - PIAs

  166 views 4 comments 0 points Most recent by les_cameron May 2025Technical stuff
• Scottish Widows Platform introduces drip-feed drawdown

  95 views 0 comments 0 points Started by Ssandle May 2025 Supporter Tent
• Rysaffe Principle query

  107 views 0 comments 0 points Started by Wildparaplanner May 2025 Technical stuff
• Gift inter vivos query for gifting PCLS

  112 views 1 comment 0 points Most recent by benjaminfabi May 2025Technical stuff
• IHT vodcast from Scottish Widows

  64 views 1 comment 0 points Most recent by SA96 May 2025Supporter Tent
• Product Research Systems

  168 views 1 comment 0 points Most recent by Steven_McBurnie April 2025Technology & IT
• Auto Rebalancing functionality on platforms

  131 views 2 comments 0 points Most recent by benjaminfabi April 2025Technical stuff
• Copilot

  119 views 0 comments 0 points Started by Sean_Fernyhough April 2025 General
• Reduction in relief for AIM

  112 views 1 comment 0 points Most recent by SA96 April 2025Technical stuff
• Report checking

  201 views 1 comment 0 points Most recent by smith April 2025Paraplanning tips & tricks
• Trying to break into Financial Planning

  186 views 1 comment 0 points Most recent by sch0501 April 2025New to paraplanning
• Withdrawing pension money as a POA to gift to son

  127 views 2 comments 0 points Most recent by les_cameron April 2025Technical stuff
• CPD for Paraplanners

  229 views 2 comments 0 points Most recent by Steven_McBurnie April 2025CPD & Exams
• 10% Drop Notifications

  173 views 2 comments 0 points Most recent by fredboiii95 April 2025Technical stuff
• DGT query

  220 views 7 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Quick Bond surrender question....

  111 views 2 comments 0 points Most recent by Amy April 2025Technical stuff
• JISA & ISA

  86 views 3 comments 0 points Most recent by GarethM April 2025Technical stuff
• Purchase of an Annuity logistics

  94 views 2 comments 0 points Most recent by Nathan April 2025Administrator's Tent