The Big Tent

• LTA instead of DB transfer

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  138 views 0 comments 0 points Started by Suse1969 March 2017 Products & providers
• 2017 / 2018 CGT Annual Exemption

  227 views 2 comments 0 points Most recent by Nathan March 2017Technical stuff
• QROPS / ROPS and budget

  183 views 2 comments 0 points Most recent by Anna March 2017Technical stuff
• US 401K and the LTA

  796 views 3 comments 0 points Most recent by Caro March 2017Technical stuff
• Which financial planning tool??

  1K views 10 comments 0 points Most recent by fabdad17 March 2017Paraplanning tips & tricks
• Howwow Online - March (your suggestions)

  187 views 4 comments 0 points Most recent by Caro March 2017Our news
• IR35 & freelancers

  427 views 4 comments 0 points Most recent by parawhat March 2017Outsourced & freelance paraplanners