The Big Tent

• MWPA 1882 and powers held by the trustees to vary beneficiary

  126 views 2 comments 0 points Most recent by ruthiebusybee June 2023Technical stuff
• GIAs & Bonds held in SIPP

  844 views 2 comments 0 points Most recent by les_cameron June 2023Technical stuff
• Smart Pension Charges

  77 views 0 comments 0 points Started by TimMatthias May 2023 Products & providers
• TRS Headache

  173 views 3 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Offshore Bond Technical Support

  136 views 3 comments 0 points Most recent by les_cameron May 2023Technical stuff
• Difference between J09 and R06

  273 views 2 comments 0 points Most recent by Vics03 May 2023CPD & Exams
• LVL 6 exams

  399 views 4 comments 0 points Most recent by Steven_McBurnie May 2023CPD & Exams
• Cost and Charges Calculator

  167 views 2 comments 0 points Most recent by LWheel2003 May 2023Technical stuff
• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  191 views 0 comments 0 points Started by Colin1980 May 2023 General
• Tax on bond surrender - onshore

  137 views 2 comments 0 points Most recent by les_cameron May 2023Technical stuff
• AF8 - Assignment 3 - Do I completely disregard Assignment 2?

  485 views 0 comments 0 points Started by Hans123 May 2023 CPD & Exams
• Mortgage Broker - retrain as a Paraplanner?

  121 views 0 comments 0 points Started by MrsG26 May 2023 General
• Researching EURO denominated funds

  52 views 1 comment 0 points Most recent by TomLloyd_Read May 2023Technical stuff
• WOL policy in discretionary trust to use annual IHT exemptions

  113 views 2 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Fincalc (O&M) Feedback

  169 views 1 comment 0 points Most recent by PDH May 2023Products & providers
• FE Analytics issues

  342 views 7 comments 0 points Most recent by ChrisW May 2023Technology & IT
• Bonus Sacrifice with Tapered Annual Allowance

  120 views 2 comments 0 points Most recent by TimMatthias May 2023Technical stuff
• AF5

  316 views 1 comment 0 points Most recent by SophSmith May 2023CPD & Exams
• LTA and order of taking from each scheme

  145 views 5 comments 0 points Most recent by Nath April 2023Technical stuff
• Death and dying

  250 views 4 comments 0 points Most recent by Claire Goodwin April 2023Technical stuff
• Firm Compliance/Technical Support Providers

  97 views 1 comment 0 points Most recent by TimMatthias April 2023Products & providers
• Where to start for researching Sharia/Islamic compliant investments

  143 views 2 comments 0 points Most recent by TimMatthias April 2023Technical stuff
• Report Writing & File Check Processes?

  290 views 0 comments 0 points Started by leroyle April 2023 Paraplanning tips & tricks
• PCIAM June 2023

  390 views 2 comments 0 points Most recent by leroyle April 2023CPD & Exams
• SSAS administrators and self-trading Investment Accounts

  87 views 2 comments 0 points Most recent by GarethM April 2023Technical stuff
• Follow up questions from today's Online Assembly on lifetime allowance

  147 views 9 comments 0 points Most recent by richallum April 2023Technical stuff
• Comparing DFM OCF's with Current Funds

  184 views 2 comments 0 points Most recent by Nath April 2023Paraplanning tips & tricks
• Technical question re; TPAA - when to record the contribution date

  128 views 1 comment 0 points Most recent by TimMatthias April 2023Paraplanning tips & tricks
• Fixed Protection and TFC

  145 views 3 comments 0 points Most recent by GarethM April 2023Technical stuff
• Provider willing to accept pension with GAR over £30k with no positive recommendation

  89 views 0 comments 0 points Started by MothiusManius April 2023 Products & providers