The Big Tent

• Data gathering

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

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

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

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

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

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

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

  89 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"

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

  118 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

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

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

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

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

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

  3.8K views 14 comments 0 points Most recent by Manall_hb November 2024CPD & Exams
• Two AF exams in same session?

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

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

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

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

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

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

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

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

  1.7K views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Consideration of the clients workplace pension

  201 views 3 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Seccl - I'm interested in your views!

  97 views 0 comments 0 points Started by SarahComptonHall October 2024 Technology & IT
• Client servicing level / segmentation

  99 views 0 comments 0 points Started by Jona October 2024 General
• Outsource Paraplanner Firm Seeking Clients

  271 views 0 comments 0 points Started by Otsrce_Paraplanner October 2024 Outsourced & freelance paraplanners