General

• Benefits/Drawbacks of taking Tax-Free Cash when it's not needed

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

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

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

  4.3K views 6 comments 0 points Most recent by parawhat June 2019
• MiFID compliant charges and review docs

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

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

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

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

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

  2.8K views 13 comments 0 points Most recent by Andy_Schleider April 2019
• Small Firm or Corporate?

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

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

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

  Announcement 1.5K views 0 comments 0 points Started by Admin March 2019
• Small DB transfer

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

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

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

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

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

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

  1.1K views 14 comments 0 points Most recent by Nathan February 2019
• New/Hoping to be/Struggling IFA

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

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

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

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

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

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

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

  146 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