The Big Tent

• Client Death

  172 views 1 comment 0 points Most recent by benjaminfabi October 2017General
• Impact Investing - measuring the impact

  108 views 0 comments 0 points Started by DanAtkinsonUK October 2017 General
• Interview Questions

  913 views 4 comments 0 points Most recent by Gustavo_Fring October 2017General
• How do you recruit a Paraplanner?

  381 views 5 comments 0 points Most recent by KatherineWaspe October 2017General
• Comparing platforms

  420 views 4 comments 0 points Most recent by parawhat October 2017Products & providers
• SSAS suitability report

  575 views 3 comments 0 points Most recent by Suse1969 October 2017Technical stuff
• Intelliflo and Voyant interaction

  228 views 2 comments 0 points Most recent by Suse1969 October 2017Technology & IT
• Email to SMS

  241 views 5 comments 0 points Most recent by Clare_Weight October 2017General
• Zurich Pension - CPT / RAP / AMC

  362 views 3 comments 0 points Most recent by Rebecca_Tuck October 2017Technical stuff
• If you were the regulator....

  218 views 5 comments 0 points Most recent by richallum October 2017General
• Zurich Offshore savings plan

  322 views 5 comments 0 points Most recent by richallum October 2017Technical stuff
• New Business & Dealing Instructions to Admin

  236 views 4 comments 0 points Most recent by alex_lannin October 2017General
• R02 Worksghops

  136 views 0 comments 0 points Started by Clairebear512 October 2017 CPD & Exams
• PFS Festival

  280 views 7 comments 0 points Most recent by Suse1969 October 2017General
• AF7 - How's the prep going?

  296 views 1 comment 0 points Most recent by Gustavo_Fring October 2017CPD & Exams
• Howwow Online: What is social impact investing? - 27 September 2017

  151 views 3 comments 0 points Most recent by DanAtkinsonUK October 2017Our news
• R02

  179 views 0 comments 0 points Started by Clairebear512 October 2017 CPD & Exams
• September's Powwow Post

  99 views 0 comments 0 points Started by Admin October 2017 Our news
• Learn more about Impact Investing for the mainstream

  193 views 1 comment 0 points Most recent by DanAtkinsonUK October 2017CPD & Exams
• Good Cashflow modelling tool for DB Transfers?

  670 views 9 comments 0 points Most recent by benjaminfabi October 2017Technology & IT
• The Paraplanner Standard

  1.4K views 27 comments 0 points Most recent by richardgough October 2017General
• Paraplanner Manager Lunch

  298 views 6 comments 0 points Most recent by DanAtkinsonUK September 2017General
• Anyone using XTOOLS?

  201 views 0 comments 0 points Started by richallum September 2017 Outsourced & freelance paraplanners
• Onenote & Google Keep

  256 views 2 comments 0 points Most recent by parawhat September 2017Paraplanning tips & tricks
• R04 - I think an exam question was incorrect

  821 views 5 comments 0 points Most recent by Kmomia82 September 2017CPD & Exams
• Do I need the R01 study text to pass the exam?

  4.9K views 6 comments 0 points Most recent by BeckyJ September 2017CPD & Exams
• Model portfolios across multiple tax wrappers

  327 views 4 comments 0 points Most recent by parawhat September 2017Products & providers
• It's back...the 5th National Powwow 2017

  292 views 5 comments 0 points Most recent by Admin September 2017Our news
• AF5

  695 views 6 comments 0 points Most recent by Chloe September 2017CPD & Exams
• O&M/Selectapension - 'Additional Growth Required' figures

  213 views 3 comments 0 points Most recent by benjaminfabi September 2017Technology & IT