The Big Tent

• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  120 views 0 comments 0 points Started by MLokhandwala December 2024 Team leaders & managers
• Drawing taxable income from pension to fund WOL policy

  214 views 8 comments 0 points Most recent by les_cameron December 2024Technical stuff
• Full transfer of GMP to a lifetime annuity

  233 views 10 comments 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Interaction of Loans, Gifts and CLTs

  78 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• People who took PCLS before the Budget and returned it using "cancellation rights"

  442 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Canada Life pension transfer to the UK

  113 views 2 comments 0 points Most recent by les_cameron December 2024Technical stuff
• AF8 Assignment 3

  1.1K views 7 comments 0 points Most recent by MaggieT December 2024CPD & Exams
• Joint whole of life on second death

  175 views 4 comments 0 points Most recent by GolfPutt21 December 2024Technical stuff
• Cash ISAs for children - parental settlement?

  91 views 2 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• CGT - pre & post budget

  154 views 4 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• M&G wrapper comparison tool

  125 views 2 comments 0 points Most recent by smith November 2024Technical stuff
• Scheme Specific TFC and the new Lump Sum Allowance

  360 views 9 comments 0 points Most recent by les_cameron November 2024Technical stuff
• JO9 - any advice?

  3.6K views 14 comments 0 points Most recent by Manall_hb November 2024CPD & Exams
• Two AF exams in same session?

  195 views 3 comments 0 points Most recent by benjaminfabi November 2024CPD & Exams
• Budget October 2024 - Pensions and IHT

  284 views 6 comments 0 points Most recent by les_cameron November 2024Technical stuff
• Research Tools - Questionnaire for providers

  90 views 0 comments 0 points Started by LKJ23 November 2024 Technology & IT
• AF8 - Cashflow

  222 views 3 comments 0 points Most recent by RachelHalton November 2024CPD & Exams
• FE Analytics Exam

  194 views 2 comments 0 points Most recent by Nath November 2024CPD & Exams
• Agent as Client for DIMs and changing DIMs

  162 views 5 comments 0 points Most recent by benjaminfabi October 2024General
• AdviserCloud

  69 views 0 comments 0 points Started by Kitkil October 2024 General
• SIPPs for non-uk residents

  75 views 1 comment 0 points Most recent by SA96 October 2024Technical stuff
• Reporting requirements for LSA & LSDBA

  106 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Consideration of the clients workplace pension

  166 views 3 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Seccl - I'm interested in your views!

  88 views 0 comments 0 points Started by SarahComptonHall October 2024 Technology & IT
• Client servicing level / segmentation

  82 views 0 comments 0 points Started by Jona October 2024 General
• Outsource Paraplanner Firm Seeking Clients

  243 views 0 comments 0 points Started by Otsrce_Paraplanner October 2024 Outsourced & freelance paraplanners
• Disproportionate bond gains

  257 views 6 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Freelance Paraplanner Seeking Clients

  212 views 0 comments 0 points Started by CParker October 2024 Outsourced & freelance paraplanners
• Settlor's spouse/civil partner as beneficiary

  101 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• CII R0 exam learning materials

  261 views 4 comments 0 points Most recent by OlGan October 2024CPD & Exams