The Big Tent

• Innovative (or not) product ideas that don't exist

  163 views 2 comments 0 points Most recent by Wildparaplanner October 2023General
• JO9 - any advice?

  2.9K views 13 comments 0 points Most recent by amylf3 October 2023CPD & Exams
• J09 - Document for adviser

  195 views 1 comment 0 points Most recent by amylf3 October 2023CPD & Exams
• Financial planning - exams and career with ADHD etc.

  669 views 10 comments 0 points Most recent by richallum October 2023General
• AF8 assignments - how long for results?

  455 views 5 comments 0 points Most recent by Democrat1_ October 2023CPD & Exams
• Life cover shortfall calculators

  158 views 1 comment 0 points Most recent by Gustavo_Fring October 2023Paraplanning tips & tricks
• Some questions from someone interested in transitioning to a Paraplanner

  284 views 1 comment 0 points Most recent by PippaO September 2023General
• Getting Started

  233 views 0 comments 0 points Started by ResearchRoute September 2023 Outsourced & freelance paraplanners
• Pru TIP

  118 views 2 comments 0 points Most recent by les_cameron September 2023Products & providers
• when is a pension transfer effected

  100 views 1 comment 0 points Most recent by richardgough September 2023Technical stuff
• US 401K plans

  125 views 3 comments 0 points Most recent by amarshall September 2023Technical stuff
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  116 views 4 comments 0 points Most recent by les_cameron September 2023Technical stuff
• LTA / Small Pots & max PCLS

  145 views 7 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Bond Surrenders and Spousal Exemptions

  113 views 3 comments 0 points Most recent by les_cameron September 2023Technical stuff
• AI/ChatGPT right now

  256 views 3 comments 0 points Most recent by PeterM September 2023General
• Which banks do platforms use

  92 views 1 comment 0 points Most recent by richallum September 2023Products & providers
• State Benefits

  437 views 5 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Mandating income

  63 views 0 comments 0 points Started by richallum September 2023 Products & providers
• Smoothed Return options

  135 views 2 comments 0 points Most recent by TimMatthias September 2023Technical stuff
• CISI Level 6 Past Papers

  273 views 2 comments 0 points Most recent by HR246 August 2023CPD & Exams
• Seeking opportunities for a future in paraplanning! Any tips & advice much appreciated!

  272 views 2 comments 0 points Most recent by SnehaK August 2023New to paraplanning
• US citizens - options?

  72 views 0 comments 0 points Started by Wildparaplanner August 2023 Technical stuff
• New job

  217 views 2 comments 0 points Most recent by JH0201 August 2023Paraplanning tips & tricks
• AF8- Familiarity Score

  176 views 0 comments 0 points Started by UserTom August 2023 CPD & Exams
• Onshore Bond - Corporate owner

  96 views 1 comment 0 points Most recent by les_cameron August 2023Products & providers
• AF8 or AF4

  274 views 4 comments 0 points Most recent by Gayle August 2023CPD & Exams
• You don't need to include cost comparisons in pension switching reports ...

  226 views 5 comments 0 points Most recent by benjaminfabi August 2023Technical stuff
• Offshore Bond In Trust: Assign or Surrender?

  342 views 3 comments 0 points Most recent by les_cameron August 2023Technical stuff
• Client portals - Cashcalc v Intelliflo which is best?

  253 views 1 comment 0 points Most recent by TimMatthias July 2023Technology & IT
• Making gifts to benefit recipients

  69 views 1 comment 0 points Most recent by richardgough July 2023General