General

• Quiet Room

  194 views 1 comment 0 points Most recent by Gustavo_Fring July 2019
• Deliberate deprivation

  215 views 4 comments 0 points Most recent by Claire Goodwin July 2019
• EIS/SEIS & MiFID II

  512 views 2 comments 0 points Most recent by benjaminfabi July 2019
• Onboarding of children

  97 views 2 comments 0 points Most recent by Gustavo_Fring July 2019
• SDRT on in specie transfer to ISA or Pension

  422 views 1 comment 0 points Most recent by RichardA July 2019
• Central Retirement Propositions

  151 views 5 comments 0 points Most recent by T_Smith July 2019
• R06 revision

  145 views 5 comments 0 points Most recent by esthomizzy July 2019
• Pension q

  144 views 2 comments 0 points Most recent by esthomizzy July 2019
• Benefits/Drawbacks of taking Tax-Free Cash when it's not needed

  252 views 3 comments 0 points Most recent by sm2000p June 2019
• RO3 Past Paper Request!

  177 views 2 comments 0 points Most recent by laura0604 June 2019
• SMCR Liability

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

  4.8K views 6 comments 0 points Most recent by parawhat June 2019
• MiFID compliant charges and review docs

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

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

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

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

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

  3.4K views 13 comments 0 points Most recent by Andy_Schleider April 2019
• Small Firm or Corporate?

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

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

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

  Announcement 1.8K views 0 comments 0 points Started by Admin March 2019
• Small DB transfer

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

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

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

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

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

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

  1.3K views 14 comments 0 points Most recent by Nathan February 2019
• New/Hoping to be/Struggling IFA

  387 views 4 comments 0 points Most recent by JStyle February 2019