The Big Tent

• DB revaluation - cashflow assumptions

  113 views 2 comments 0 points Most recent by benjaminfabi September 2020Technical stuff
• ESG and Impact Investing

  72 views 1 comment 0 points Most recent by alam_wealthkid September 2020Technical stuff
• R06 - July Results

  455 views 5 comments 0 points Most recent by jhardingham September 2020CPD & Exams
• Just checking in....

  223 views 4 comments 0 points Most recent by Caroline_Singleton August 2020General
• Initial Client Contact Protocol

  77 views 0 comments 0 points Started by GallusAlice August 2020 General
• R03 Help

  645 views 9 comments 0 points Most recent by RyanBrown August 2020CPD & Exams
• APS ISAs

  72 views 2 comments 0 points Most recent by rwooffatst August 2020Technical stuff
• R03 - Please Help!

  323 views 29 comments 0 points Most recent by richardgough August 2020CPD & Exams
• What industry awards are there for Financial Advisers?

  71 views 0 comments 0 points Started by RickSanchez August 2020 General
• Emergency Tax

  95 views 2 comments 0 points Most recent by Nath August 2020Technical stuff
• Advertising / Marketing

  86 views 3 comments 0 points Most recent by Rcaisley August 2020General
• Careers - the best move to make?

  260 views 4 comments 0 points Most recent by Caroline_Singleton August 2020General
• R06 Example Analysis

  114 views 1 comment 0 points Most recent by JonPaulEllis August 2020CPD & Exams
• Barriers to exit - platforms refusing to convert funds

  75 views 2 comments 0 points Most recent by Jamie_Barnes August 2020Products & providers
• Retirement Options

  190 views 6 comments 0 points Most recent by Caroline_Singleton August 2020Paraplanning tips & tricks
• Supporting One Another

  1.7K views 71 comments 0 points Most recent by Clairebear512 August 2020General
• IHT cumulation - failed PETs and CLTs

  180 views 3 comments 0 points Most recent by Chris August 2020CPD & Exams
• Advertising/marketing question

  89 views 0 comments 0 points Started by Andy_Schleider August 2020 Outsourced & freelance paraplanners
• Infographics on Reports

  355 views 10 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks
• Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits

  460 views 13 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks
• Tax Reclaim- pension withdrawal

  93 views 4 comments 0 points Most recent by arongunningham July 2020CPD & Exams
• FundsNetwork SIPP - Small Pots

  85 views 2 comments 0 points Most recent by MartinRooks July 2020Products & providers
• DB APTA and future annuity

  105 views 1 comment 0 points Most recent by Suse1969 July 2020Technical stuff
• Platforms and Annual Reviews

  126 views 2 comments 0 points Most recent by arongunningham July 2020Products & providers
• Volunteering Opportunity

  122 views 0 comments 0 points Started by leodennis94 July 2020 New to paraplanning
• TVC Help - State Pension Adjustment

  150 views 4 comments 0 points Most recent by Andy_Schleider July 2020Technical stuff
• Deferring the State Pension

  109 views 3 comments 0 points Most recent by Northface July 2020Technical stuff
• Unipass Letter of Authority

  51 views 0 comments 0 points Started by CHMDMC00 July 2020 Administrator's Tent
• Paraplanners wanted for paid research project

  147 views 0 comments 0 points Started by richallum July 2020 General
• Tax planning software

  73 views 0 comments 0 points Started by Chris_Hindle1 July 2020 Technology & IT