General

• SMCR Liability

  116 views 1 comment 0 points Most recent by Nath June 2019
• Copy passports for AML - must be black and white?

  3.1K views 6 comments 0 points Most recent by parawhat June 2019
• MiFID compliant charges and review docs

  336 views 12 comments 0 points Most recent by charlotte.e June 2019
• Trust Factfind?

  59 views 0 comments 0 points Started by charlotte.e June 2019
• Entry Level Interview Preparation

  205 views 3 comments 0 points Most recent by Toploader May 2019
• SIPP Cash Accounts

  130 views 3 comments 0 points Most recent by parawhat April 2019
• Leeds based firm

  110 views 3 comments 0 points Most recent by TomLloyd_Read April 2019
• Reduction in Yield Calculator

  1.7K views 13 comments 0 points Most recent by Andy_Schleider April 2019
• Small Firm or Corporate?

  145 views 4 comments 0 points Most recent by kpin April 2019
• MIFID Compliant Review Letter and Charges Disclosure

  698 views 26 comments 0 points Most recent by charlotte.e April 2019
• Updating templates for 2019/20

  122 views 3 comments 0 points Most recent by Gustavo_Fring March 2019
• Updated: Paid for and licensed material

  Announcement 1.2K views 0 comments 0 points Started by Admin March 2019
• Small DB transfer

  142 views 7 comments 0 points Most recent by T_Smith March 2019
• SMCR & paraplanners

  337 views 8 comments 0 points Most recent by richallum February 2019
• Placing an existing Term policy into Trust - Terminally Ill client

  102 views 7 comments 0 points Most recent by richallum February 2019
• At-Retirement Advice Process

  254 views 7 comments 0 points Most recent by parawhat February 2019
• Paraplanners being replaced by AI (again)

  199 views 5 comments 0 points Most recent by richallum February 2019
• Cost Comparison - Break-even point

  121 views 3 comments 0 points Most recent by ruthiebusybee February 2019
• "Top-Up" Investments

  820 views 14 comments 0 points Most recent by Nathan February 2019
• New/Hoping to be/Struggling IFA

  378 views 4 comments 0 points Most recent by JStyle February 2019
• Book suggestions

  237 views 6 comments 0 points Most recent by Navigator February 2019
• MiFID II & Pension

  512 views 7 comments 0 points Most recent by Mattclegg February 2019
• langcat MiFID2 research

  657 views 20 comments 0 points Most recent by richallum January 2019
• Outsourcing admin advice

  119 views 3 comments 0 points Most recent by Clare_Weight January 2019
• CGT Calculator/Optimiser

  194 views 4 comments 0 points Most recent by DanAtkinsonUK January 2019
• Report Content

  221 views 4 comments 0 points Most recent by Jamie_Barnes January 2019
• Scheme pays vs self pay

  145 views 5 comments 0 points Most recent by RoxyParaplanner December 2018
• Advisers look to shift duties to paraplanners

  404 views 9 comments 0 points Most recent by Clare_Weight December 2018
• Portfolio reporting & analysis

  150 views 5 comments 0 points Most recent by richallum November 2018
• Old policies

  109 views 5 comments 0 points Most recent by Yonkers420 November 2018