The Big Tent

• 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

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

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

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

  106 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

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

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

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

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

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

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

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

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

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

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

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

  84 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
• Scottish Widows Platform Paraplanner Room - new articles

  72 views 0 comments 0 points Started by Ssandle April 2025 Supporter Tent
• Standalone Lump Sum Payment

  114 views 1 comment 0 points Most recent by les_cameron April 2025Technical stuff
• Trainee Paraplanner progression scheme

  160 views 2 comments 0 points Most recent by PTLeader April 2025Team leaders & managers
• Tax consequences of spousal transfers

  309 views 13 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Valuations

  78 views 0 comments 0 points Started by smith April 2025 General
• Partial Annuity - MPAA

  110 views 2 comments 0 points Most recent by les_cameron March 2025Technical stuff
• Gifts out of surplus income

  352 views 11 comments 0 points Most recent by amelia1983 March 2025Technical stuff
• Overseas Transfer Allowance

  74 views 1 comment 0 points Most recent by les_cameron March 2025Technical stuff
• Phased Drawdown Calculator

  146 views 4 comments 0 points Most recent by ruthiebusybee March 2025Technical stuff
• Carried interest

  80 views 0 comments 0 points Started by LiliS March 2025 Technical stuff