The Big Tent

• Time Apportionment Relief

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

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

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

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

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

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

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

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

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

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

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

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

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

  2.4K views 8 comments 0 points Most recent by HR246 September 2024Technical stuff
• Questions from a prospective career switcher to paraplanning!

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

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

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

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

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

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

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

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

  337 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

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

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

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

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

  257 views 5 comments 0 points Most recent by Amel23 August 2024CPD & Exams
• Existing Clients - Ad hoc Withdrawals

  226 views 4 comments 0 points Most recent by SA96 August 2024General