The Big Tent

• AF Exams 2023 - Simultaneous AF study

  820 views 11 comments 0 points Most recent by PeterM December 2023CPD & Exams
• Pension Contributions Over 75

  180 views 1 comment 0 points Most recent by les_cameron December 2023Technical stuff
• NEW LTA Rules

  347 views 16 comments 0 points Most recent by les_cameron December 2023Technical stuff
• L&G Fixed Term Retirement Plan - LTA query

  171 views 1 comment 0 points Most recent by les_cameron December 2023Technical stuff
• Cash Management Services/Platforms

  439 views 10 comments 0 points Most recent by MothiusManius December 2023Products & providers
• Trustee Bank Account?

  203 views 2 comments 0 points Most recent by SA96 December 2023Products & providers
• Investments for B-Corp company

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

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

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

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

  181 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?

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

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

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

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

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

  185 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

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

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

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

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

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

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

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

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

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

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

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

  317 views 0 comments 0 points Started by ResearchRoute September 2023 Outsourced & freelance paraplanners