The Big Tent

• Freelance Paraplanning Work Opportunities

  241 views 0 comments 0 points Started by Tory September 2024 Outsourced & freelance paraplanners
• Time Apportionment Relief

  77 views 4 comments 0 points Most recent by les_cameron September 2024Technical stuff
• TTFAC - operational practice

  70 views 0 comments 0 points Started by benjaminfabi September 2024 Technical stuff
• MPS and CIP Support

  86 views 0 comments 0 points Started by cottesmore22 September 2024 Products & providers
• Platform & Investment Research

  305 views 3 comments 0 points Most recent by cottesmore22 September 2024Technology & IT
• STEP Diploma

  183 views 1 comment 0 points Most recent by SA96 September 2024CPD & Exams
• AF4 - October Sitting

  251 views 2 comments 0 points Most recent by petorb September 2024CPD & Exams
• Enhanced Protection and Transitional Certificate

  96 views 3 comments 0 points Most recent by SA96 September 2024Technical stuff
• Pensions Engagement Season 2024 - useful resources

  66 views 0 comments 0 points Started by Ssandle September 2024 Supporter Tent
• Top Slice Gain & Top Slice Relief

  110 views 1 comment 0 points Most recent by les_cameron September 2024Technical stuff
• R0

  97 views 0 comments 0 points Started by Chris1 September 2024 CPD & Exams
• LSA Reduction

  94 views 1 comment 0 points Most recent by les_cameron September 2024Technical stuff
• Lasting Power of Attorney investment decisions

  302 views 14 comments 0 points Most recent by GolfPutt21 September 2024Technical stuff
• Alternatives to Property funds: REITs?

  67 views 0 comments 0 points Started by MothiusManius September 2024 Products & providers
• FSCS & offshore bonds

  2.3K views 8 comments 0 points Most recent by HR246 September 2024Technical stuff
• Questions from a prospective career switcher to paraplanning!

  213 views 2 comments 0 points Most recent by HikerSean September 2024New to paraplanning
• Transcription software & AI meeting notes

  316 views 7 comments 0 points Most recent by Sean_Fernyhough August 2024Technology & IT
• Will Trust - Moving into care home

  207 views 6 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Trustees paying for the life cover of the settlor?

  94 views 2 comments 0 points Most recent by SA96 August 2024Technical stuff
• Exit charges in first ten years

  116 views 3 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Calculating CGT on shares

  91 views 0 comments 0 points Started by caithall341 August 2024 Technical stuff
• Decumulation ATR Questionnaire

  122 views 2 comments 0 points Most recent by TimMatthias August 2024General
• Term assurance

  122 views 2 comments 0 points Most recent by Calvert76 August 2024Products & providers
• Scheme-specific lump sum protection — calculating a member’s entitlement

  325 views 4 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Are you a team leader or manager?

  1.4K views 41 comments 0 points Most recent by Cwalker83 August 2024Team leaders & managers
• Paraplanning Services

  600 views 5 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Freelance Chartered Paraplanner looking for new opportunities

  547 views 3 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Freelance and Outsourced Paraplanner

  379 views 1 comment 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Losing Enhanced Protection whilst legislation issues persist

  94 views 4 comments 0 points Most recent by Wildparaplanner August 2024Technical stuff
• RO3 Onshore Bond Question

  226 views 5 comments 0 points Most recent by Amel23 August 2024CPD & Exams