The Big Tent

• Locum Arrangement

  409 views 9 comments 0 points Most recent by richallum May 2017Outsourced & freelance paraplanners
• Paraplanner Involvement in Investment Decisions

  260 views 6 comments 0 points Most recent by benjaminfabi May 2017General
• Barclays Bank UKRF - Trustees won't provide commutation or early retirement factors

  4.2K views 10 comments 0 points Most recent by Nathan May 2017Products & providers
• Segmented Drawdown Strategies

  348 views 4 comments 0 points Most recent by Nathan May 2017Products & providers
• Royal London flexi-access drawdown

  494 views 9 comments 0 points Most recent by Nathan May 2017Products & providers
• DB Reviews

  251 views 3 comments 0 points Most recent by Nathan May 2017Technical stuff
• LTA instead of DB transfer

  253 views 3 comments 0 points Most recent by PeterM May 2017Technical stuff
• Money info - client portal.

  212 views 0 comments 0 points Started by Jona May 2017 Products & providers
• Retirement spending patterns

  245 views 4 comments 0 points Most recent by benjaminfabi May 2017CPD & Exams
• Help with LISA suitability report checklist

  199 views 1 comment 0 points Most recent by JoCHague May 2017Technical stuff
• Does your firm have a customer feedback process?

  160 views 1 comment 0 points Most recent by ElsaOrdonezG May 2017General
• Are there any tax breaks claimable for working from home?

  142 views 1 comment 0 points Most recent by benjaminfabi May 2017General
• DB pension transfer discussion day

  299 views 3 comments 0 points Most recent by ElsaOrdonezG April 2017CPD & Exams
• What do you enjoy about being a Paraplanner?

  730 views 3 comments 0 points Most recent by THuish April 2017Paraplanning tips & tricks
• Do you manage a paraplanning team?

  387 views 10 comments 0 points Most recent by mjeffs April 2017General
• NextGen Planners podcast on paraplanning

  232 views 1 comment 0 points Most recent by benjaminfabi April 2017General
• Pensions and ESA benefits

  123 views 1 comment 0 points Most recent by Suse1969 April 2017Technical stuff
• Teachers Pension Scheme & Pru AVCs

  247 views 3 comments 0 points Most recent by Jona April 2017Products & providers
• IFS to CII

  325 views 1 comment 0 points Most recent by Suse1969 April 2017CPD & Exams
• Longevity Calculator

  225 views 2 comments 0 points Most recent by Matthew_Hawken April 2017Technical stuff
• Virtual Personal Assistant

  286 views 2 comments 0 points Most recent by Jona April 2017Outsourced & freelance paraplanners
• Alternatives to the Elevate Platform

  425 views 6 comments 0 points Most recent by ElsaOrdonezG April 2017Products & providers
• DB Transfers pre 55

  292 views 3 comments 0 points Most recent by parawhat April 2017Technical stuff
• Loss of Pension Contributions

  95 views 0 comments 0 points Started by Nathan April 2017 Technical stuff
• cashcalc or moneyscope??

  546 views 4 comments 0 points Most recent by Nathan April 2017Technology & IT
• Powwow Post Update

  98 views 0 comments 0 points Started by Admin April 2017 Our news
• Qualifications - What next?

  449 views 3 comments 0 points Most recent by richallum April 2017CPD & Exams
• Corporate investment query

  278 views 4 comments 0 points Most recent by benjaminfabi March 2017Technical stuff
• 7IM Paraplanner Pop UP in Leeds

  201 views 1 comment 0 points Most recent by Admin March 2017CPD & Exams
• Selftrade - SIPPS/SSAS

  132 views 0 comments 0 points Started by Suse1969 March 2017 Products & providers