The Big Tent

• Bondcalc - Updated

  97 views 0 comments 0 points Started by sentinel555 October 2024 Technology & IT
• Outsourced Paraplanning Charges

  524 views 4 comments 0 points Most recent by benjaminfabi October 2024Outsourced & freelance paraplanners
• Labour Changes and Clients wishing to Take PCLS

  506 views 17 comments 0 points Most recent by benjaminfabi September 2024General
• Freelance Paraplanning Work Opportunities

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

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

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

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

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

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

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

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

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

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

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

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

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

  73 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!

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

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

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

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

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

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

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

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

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

  1.5K views 41 comments 0 points Most recent by Cwalker83 August 2024Team leaders & managers
• Paraplanning Services

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

  565 views 3 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners