The Big Tent

• Anybody have experience of the Embark platform?

  210 views 4 comments 0 points Most recent by Nath July 2020Products & providers
• Cii post case study (R06)

  226 views 9 comments 0 points Most recent by Rob June 2020CPD & Exams
• Exam tips

  91 views 0 comments 0 points Started by Gayle June 2020 CPD & Exams
• R01 study buddy?

  108 views 2 comments 0 points Most recent by raveenkaur June 2020CPD & Exams
• The Administrator's Tent

  230 views 3 comments 0 points Most recent by CHMDMC00 June 2020Administrator's Tent
• Providers accepting digital signatures

  148 views 4 comments 0 points Most recent by stucker June 2020Products & providers
• GMP equalisation

  93 views 1 comment 0 points Most recent by Northface June 2020Technical stuff
• Non-Qualifying/RRQP Help needed

  106 views 3 comments 0 points Most recent by richardgough June 2020Technical stuff
• Existing pension info sheet

  507 views 10 comments 0 points Most recent by GallusAlice June 2020Paraplanning tips & tricks
• Clients Requesting Investment Withdrawals - non advised

  287 views 8 comments 0 points Most recent by Chris_Hindle1 June 2020New to paraplanning
• Update on July CII and PFS Exams

  246 views 2 comments 0 points Most recent by richallum June 2020CPD & Exams
• Pension Protection Fund

  90 views 3 comments 0 points Most recent by Northface June 2020Technical stuff
• Rebroking Life Cover

  101 views 5 comments 0 points Most recent by Caro June 2020General
• Letter template for Annual Review (Investments)

  272 views 2 comments 0 points Most recent by TerrierLady June 2020General
• Pension freedoms and means-tested benefits

  89 views 4 comments 0 points Most recent by Nathan June 2020Technical stuff
• J09 Help

  97 views 0 comments 0 points Started by luisamato June 2020 CPD & Exams
• Running a small business during COVID-19

  925 views 36 comments 0 points Most recent by richallum June 2020Outsourced & freelance paraplanners
• Discounted Gift Trusts

  170 views 7 comments 0 points Most recent by Caro June 2020Technical stuff
• April 2020 exam sittings - do you think these will go ahead?

  516 views 13 comments 0 points Most recent by EmKate June 2020CPD & Exams
• 'Lower value' clients

  198 views 5 comments 0 points Most recent by Gustavo_Fring June 2020General
• Electronically Signing Documents

  196 views 8 comments 0 points Most recent by GallusAlice May 2020Technology & IT
• Electronic Signatures - Nitro Cloud

  29 views 0 comments 0 points Started by juliet May 2020 Technology & IT
• Trusts at maturity of policy

  76 views 3 comments 0 points Most recent by TomLloyd_Read May 2020Technical stuff
• 360 Templates

  167 views 9 comments 0 points Most recent by parawhat May 2020General
• Benchmarks and Risk-mapping CIPs. What do you do?

  114 views 3 comments 0 points Most recent by parawhat May 2020Technology & IT
• Pension - AA Breach / DB Scheme Pays

  85 views 2 comments 0 points Most recent by Maddy May 2020Technical stuff
• Fancy a brew? ☕😊

  75 views 0 comments 0 points Started by Caro May 2020 General
• St James Place

  205 views 2 comments 0 points Most recent by bonnerk May 2020Products & providers
• Recommend me an office chair

  160 views 6 comments 0 points Most recent by Gustavo_Fring May 2020General
• Cashflow forecast growth rates

  345 views 10 comments 0 points Most recent by Gustavo_Fring May 2020Technical stuff