The Big Tent

• Looking to Outsource Strategy and Pension Transfer Reports

  311 views 2 comments 0 points Most recent by ElsaOrdonezG June 2017Outsourced & freelance paraplanners
• product research tools

  170 views 0 comments 0 points Started by Kitkil June 2017 Products & providers
• DFM Research

  212 views 4 comments 0 points Most recent by Jamie_Barnes June 2017Technical stuff
• Investing for a grandchild but retaining control of funds

  237 views 4 comments 0 points Most recent by Caro June 2017Products & providers
• Software

  342 views 2 comments 0 points Most recent by desmond June 2017Technology & IT
• Factfind completion

  349 views 2 comments 0 points Most recent by Jona June 2017General
• Powwow South West 2017

  147 views 2 comments 0 points Most recent by Admin June 2017Our news
• Howwow Online: Outsourced Paraplanning (change to regular date)

  192 views 1 comment 0 points Most recent by Admin June 2017Our news
• Voyant outcomes & reports

  769 views 5 comments 0 points Most recent by Janeen.Stevens June 2017Products & providers
• Powwow Down South 2017

  152 views 2 comments 0 points Most recent by Admin June 2017Our news
• Powwow North of the Border 2017

  174 views 2 comments 0 points Most recent by Admin June 2017Our news
• Short Term IHT Issue

  223 views 4 comments 0 points Most recent by Ralfos June 2017Technical stuff
• Powwow Wales 2017

  117 views 1 comment 0 points Most recent by Admin May 2017Our news
• May's Howwow Online: Creating 'Generation P'

  148 views 1 comment 0 points Most recent by Admin May 2017Our news
• Speaker recommendation needed

  148 views 0 comments 0 points Started by richallum May 2017 General
• AJ Bell platform

  246 views 4 comments 0 points Most recent by EmmaMc May 2017Products & providers
• Locum Arrangement

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

  261 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

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

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

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

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

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

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

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

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

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

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

  737 views 3 comments 0 points Most recent by THuish April 2017Paraplanning tips & tricks