The Big Tent

• Trusts, MPS and Investment Policy Statements

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

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

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

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

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

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

  152 views 3 comments 0 points Most recent by JouneyToFreelance January 2025CPD & Exams
• Allowable expenses

  113 views 1 comment 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  124 views 0 comments 0 points Started by MLokhandwala December 2024 Team leaders & managers
• Drawing taxable income from pension to fund WOL policy

  246 views 8 comments 0 points Most recent by les_cameron December 2024Technical stuff
• Full transfer of GMP to a lifetime annuity

  283 views 10 comments 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Interaction of Loans, Gifts and CLTs

  86 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• People who took PCLS before the Budget and returned it using "cancellation rights"

  459 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Canada Life pension transfer to the UK

  117 views 2 comments 0 points Most recent by les_cameron December 2024Technical stuff
• AF8 Assignment 3

  1.3K views 7 comments 0 points Most recent by MaggieT December 2024CPD & Exams
• Joint whole of life on second death

  201 views 4 comments 0 points Most recent by GolfPutt21 December 2024Technical stuff
• Cash ISAs for children - parental settlement?

  104 views 2 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• CGT - pre & post budget

  164 views 4 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• M&G wrapper comparison tool

  131 views 2 comments 0 points Most recent by smith November 2024Technical stuff
• Scheme Specific TFC and the new Lump Sum Allowance

  373 views 9 comments 0 points Most recent by les_cameron November 2024Technical stuff
• JO9 - any advice?

  3.7K views 14 comments 0 points Most recent by Manall_hb November 2024CPD & Exams
• Two AF exams in same session?

  214 views 3 comments 0 points Most recent by benjaminfabi November 2024CPD & Exams
• Budget October 2024 - Pensions and IHT

  293 views 6 comments 0 points Most recent by les_cameron November 2024Technical stuff
• Research Tools - Questionnaire for providers

  97 views 0 comments 0 points Started by LKJ23 November 2024 Technology & IT
• AF8 - Cashflow

  240 views 3 comments 0 points Most recent by RachelHalton November 2024CPD & Exams
• FE Analytics Exam

  201 views 2 comments 0 points Most recent by Nath November 2024CPD & Exams
• Agent as Client for DIMs and changing DIMs

  174 views 5 comments 0 points Most recent by benjaminfabi October 2024General
• AdviserCloud

  79 views 0 comments 0 points Started by Kitkil October 2024 General
• SIPPs for non-uk residents

  81 views 1 comment 0 points Most recent by SA96 October 2024Technical stuff
• Reporting requirements for LSA & LSDBA

  843 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff