The Big Tent

• R01 - 3rd party resources

  230 views 3 comments 0 points Most recent by naitchison December 2022CPD & Exams
• Inheriting AIM Shares

  128 views 2 comments 0 points Most recent by les_cameron December 2022Technical stuff
• Expert pensions discount code

  227 views 0 comments 0 points Started by Jumanji December 2022 CPD & Exams
• CISI Private Client Investment Advice & Management (PCIAM)

  189 views 2 comments 0 points Most recent by Jumanji December 2022CPD & Exams
• Fixed Term Annuities - good option for low risk retirees with interest rate rises?

  339 views 11 comments 0 points Most recent by Nath December 2022Technical stuff
• Mifid transaction costs

  105 views 2 comments 0 points Most recent by benjaminfabi December 2022Technical stuff
• AF4 Exam

  437 views 6 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Has anyone done AF6 coursework?

  235 views 1 comment 0 points Most recent by Babyfacesmith December 2022CPD & Exams
• Fixed Protection 2016 - excess

  72 views 2 comments 0 points Most recent by TimMatthias December 2022Technical stuff
• FSCS - Personal accounts and cash accounts within a SIPP

  117 views 2 comments 0 points Most recent by les_cameron December 2022Technical stuff
• AF8 Exam

  608 views 3 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Beneficiary surrendering assigned Offshore Bond - Top Slicing tax question

  73 views 2 comments 0 points Most recent by GallusAlice November 2022Technical stuff
• AF4 Sept Sitting

  207 views 3 comments 0 points Most recent by Admin November 2022CPD & Exams
• AF8 Exam

  98 views 0 comments 0 points Started by Asturgess November 2022 CPD & Exams
• Xplan - Document templates and Python Coding

  426 views 2 comments 0 points Most recent by richardgough November 2022Technology & IT
• Question for FE gurus

  406 views 6 comments 0 points Most recent by Nath November 2022Paraplanning tips & tricks
• IIP (IPDI) appointing assets to remaindermen during lifetime of life tenant lacking capacity

  71 views 0 comments 0 points Started by Michelle131 November 2022 Technical stuff
• Automated Advise

  94 views 0 comments 0 points Started by EmilyTreais November 2022 Technology & IT
• Investment Bond Ownership

  82 views 1 comment 0 points Most recent by richardgough November 2022Technical stuff
• Ongoing Adviser Fees

  180 views 0 comments 0 points Started by seanhurst November 2022 General
• Factfind???

  243 views 7 comments 0 points Most recent by ParaplannerFP November 2022General
• R06

  163 views 2 comments 0 points Most recent by mcshelton November 2022CPD & Exams
• Mid Life Career Change from professional role to Paraplanning advice please

  526 views 6 comments 0 points Most recent by Snewton November 2022General
• RO Exams - Mock Exams Best External Providers

  206 views 5 comments 0 points Most recent by Jen_Berwick November 2022CPD & Exams
• Looking for an exciting role in a really inspiring team?

  98 views 0 comments 0 points Started by becca_timmins November 2022 Administrator's Tent
• Looking for an Outsourced Paraplanner

  414 views 2 comments 0 points Most recent by JAMcKay November 2022Outsourced & freelance paraplanners
• Any users of XPlan? Looking for opinions!

  299 views 5 comments 0 points Most recent by richardgough November 2022General
• Risk Profiling and the current bond market

  84 views 1 comment 0 points Most recent by benjaminfabi October 2022Technical stuff
• Investment Policy Statement

  58 views 0 comments 0 points Started by ruthiebusybee October 2022 General
• Accessing Pension to act as bridging loan

  112 views 2 comments 0 points Most recent by LWheel2003 October 2022Technical stuff