The Big Tent

• Returning additional funds after annuity purchase

  110 views 3 comments 0 points Most recent by les_cameron February 2025Technical stuff
• Know Your Limits Wednesday 19 February 10am

  88 views 0 comments 0 points Started by Ssandle February 2025 Supporter Tent
• Navigating national insurance changes using salary exchange

  64 views 0 comments 0 points Started by Ssandle February 2025 Supporter Tent
• Swiss pension

  68 views 0 comments 0 points Started by TomLloyd_Read February 2025 Technical stuff
• Ask the Expert - Pensions with Gareth Davies, Scottish Widows

  101 views 2 comments 0 points Most recent by GarethDavies February 2025Technical stuff
• Are you looking for outsourced Paraplanning?

  262 views 0 comments 0 points Started by jayt February 2025 Outsourced & freelance paraplanners
• Appetite for Paraplanning

  214 views 0 comments 0 points Started by Rosie12 February 2025 Outsourced & freelance paraplanners
• LifeQuote

  114 views 0 comments 0 points Started by lewisro February 2025 General
• Ask the Expert - Protection with Jon Hall, Scottish Widows

  194 views 8 comments 0 points Most recent by Wildparaplanner February 2025Technical stuff
• Drawdown to drawdown transfers and stakeholder discounting rules

  125 views 3 comments 0 points Most recent by benjaminfabi February 2025Technical stuff
• Electronic Money Institutions

  75 views 0 comments 0 points Started by Mjordan February 2025 Products & providers
• TFP Calculators

  194 views 2 comments 0 points Most recent by RobCollins February 2025Technology & IT
• Advisory AI

  735 views 4 comments 0 points Most recent by Sean_Fernyhough February 2025Technology & IT
• Pre/Post 31/10/24 CGT

  74 views 3 comments 0 points Most recent by PippaO February 2025Technical stuff
• Tax Free cash, LTA and Protection

  200 views 8 comments 0 points Most recent by Nathan January 2025Technical stuff
• Pensions and IHT - what is a 'transfer'?

  101 views 4 comments 0 points Most recent by benjaminfabi January 2025Technical stuff
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  110 views 2 comments 0 points Most recent by les_cameron January 2025Technical stuff
• P1 Platform

  72 views 0 comments 0 points Started by JLaw01553 January 2025 Products & providers
• Transitional Tax-Free Cash again

  122 views 3 comments 0 points Most recent by les_cameron January 2025Technical stuff
• AF8 Assignment 3

  366 views 0 comments 0 points Started by irosie January 2025 CPD & Exams
• Transferrable RNRB - technical question

  153 views 7 comments 0 points Most recent by les_cameron January 2025Technical stuff
• Lasting Power of Attorney and Deprivation of Assets

  114 views 6 comments 0 points Most recent by TimMatthias January 2025Technical stuff
• Vulnerability Training

  119 views 3 comments 0 points Most recent by mhawker January 2025General
• Trusts, MPS and Investment Policy Statements

  80 views 1 comment 0 points Most recent by les_cameron January 2025Technical stuff
• Views on a couple of technology providers

  117 views 0 comments 0 points Started by Wildparaplanner January 2025 Technology & IT
• Task Management System

  189 views 5 comments 0 points Most recent by benjaminfabi January 2025Products & providers
• Help for a Job Interview

  298 views 7 comments 0 points Most recent by Nathan January 2025New to paraplanning
• Data gathering

  92 views 1 comment 0 points Most recent by Nathan January 2025General
• Structured Training for Trainee Paraplanner

  652 views 7 comments 0 points Most recent by amelia1983 January 2025Team leaders & managers
• What qualifications are needed for DB pension reports

  155 views 3 comments 0 points Most recent by JouneyToFreelance January 2025CPD & Exams