The Big Tent

• Investments for B-Corp company

  132 views 3 comments 0 points Most recent by TimMatthias December 2023General
• PEP and Sanctions Checks for new clients

  87 views 1 comment 0 points Most recent by Steven_McBurnie November 2023Technical stuff
• Bond Owner different to Life Assured Considerations

  316 views 1 comment 0 points Most recent by les_cameron November 2023Technical stuff
• Offshore 'Pensions'

  98 views 1 comment 0 points Most recent by richallum November 2023Technical stuff
• Offshore bond withdrawal strategy

  173 views 4 comments 0 points Most recent by amarshall November 2023Technical stuff
• DFM proposes using a professional fund for a retail client - issues and thoughts?

  70 views 0 comments 0 points Started by Benc4032 November 2023 Technical stuff
• AF4 revision course

  279 views 3 comments 0 points Most recent by StephenS1990 November 2023CPD & Exams
• AF5 - February 2024

  175 views 1 comment 0 points Most recent by leroyle November 2023CPD & Exams
• CFA Certificate in ESG Investing

  154 views 2 comments 0 points Most recent by leroyle November 2023CPD & Exams
• Scheme-specific Tax Free Cash Entitlement

  126 views 2 comments 0 points Most recent by Paulrobo10 November 2023Technical stuff
• AF5 Results

  180 views 1 comment 0 points Most recent by AnnBrand November 2023CPD & Exams
• Best Cashflow

  1.1K views 6 comments 0 points Most recent by AK23 October 2023Technology & IT
• How often to issue RPQ

  178 views 3 comments 0 points Most recent by benjaminfabi October 2023General
• Brand FT or Wizard Learning?

  831 views 6 comments 0 points Most recent by SimonT October 2023CPD & Exams
• Scheme Specific PCLS - brain hurting

  153 views 5 comments 0 points Most recent by benjaminfabi October 2023Technical stuff
• Will beneficiary FAD be taxed as income or not?

  210 views 2 comments 0 points Most recent by benjaminfabi October 2023Technical stuff
• Discount Code

  172 views 0 comments 0 points Started by Asturgess October 2023 CPD & Exams
• Innovative (or not) product ideas that don't exist

  204 views 2 comments 0 points Most recent by Wildparaplanner October 2023General
• J09 - Document for adviser

  214 views 1 comment 0 points Most recent by amylf3 October 2023CPD & Exams
• Financial planning - exams and career with ADHD etc.

  744 views 10 comments 0 points Most recent by richallum October 2023General
• AF8 assignments - how long for results?

  780 views 5 comments 0 points Most recent by Democrat1_ October 2023CPD & Exams
• Life cover shortfall calculators

  186 views 1 comment 0 points Most recent by Gustavo_Fring October 2023Paraplanning tips & tricks
• Some questions from someone interested in transitioning to a Paraplanner

  610 views 1 comment 0 points Most recent by PippaO September 2023General
• Getting Started

  310 views 0 comments 0 points Started by ResearchRoute September 2023 Outsourced & freelance paraplanners
• Pru TIP

  140 views 2 comments 0 points Most recent by les_cameron September 2023Products & providers
• when is a pension transfer effected

  115 views 1 comment 0 points Most recent by richardgough September 2023Technical stuff
• US 401K plans

  135 views 3 comments 0 points Most recent by amarshall September 2023Technical stuff
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  138 views 4 comments 0 points Most recent by les_cameron September 2023Technical stuff
• LTA / Small Pots & max PCLS

  172 views 7 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Bond Surrenders and Spousal Exemptions

  240 views 3 comments 0 points Most recent by les_cameron September 2023Technical stuff