The Big Tent

• CFA Certificate in ESG Investing

  142 views 2 comments 0 points Most recent by leroyle November 2023CPD & Exams
• Scheme-specific Tax Free Cash Entitlement

  99 views 2 comments 0 points Most recent by Paulrobo10 November 2023Technical stuff
• AF5 Results

  160 views 1 comment 0 points Most recent by AnnBrand November 2023CPD & Exams
• Best Cashflow

  778 views 6 comments 0 points Most recent by AK23 October 2023Technology & IT
• How often to issue RPQ

  163 views 3 comments 0 points Most recent by benjaminfabi October 2023General
• Brand FT or Wizard Learning?

  533 views 6 comments 0 points Most recent by SimonT October 2023CPD & Exams
• Scheme Specific PCLS - brain hurting

  142 views 5 comments 0 points Most recent by benjaminfabi October 2023Technical stuff
• Will beneficiary FAD be taxed as income or not?

  181 views 2 comments 0 points Most recent by benjaminfabi October 2023Technical stuff
• Discount Code

  167 views 0 comments 0 points Started by Asturgess October 2023 CPD & Exams
• Innovative (or not) product ideas that don't exist

  175 views 2 comments 0 points Most recent by Wildparaplanner October 2023General
• J09 - Document for adviser

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  74 views 0 comments 0 points Started by Wildparaplanner August 2023 Technical stuff