The Big Tent

• R04 Please HELP!!!

  480 views 3 comments 0 points Most recent by LuizaBTS May 2022CPD & Exams
• Offshore bonds and 5% tax deferred allowance

  619 views 5 comments 0 points Most recent by benjaminfabi April 2022Technical stuff
• Fancy taking part in the PFS Paraplanner Roadshows?

  100 views 0 comments 0 points Started by Caro April 2022 General
• With Profits Funds

  140 views 0 comments 0 points Started by seanhurst April 2022 Products & providers
• What number of monitors do you use?

  209 views 5 comments 0 points Most recent by benjaminfabi April 2022General
• Bond Vs Collective

  239 views 3 comments 0 points Most recent by Asturgess April 2022General
• Help/Thoughts - Building a portfolio on FE / Unknown share classes etc

  95 views 2 comments 0 points Most recent by benjaminfabi April 2022Technical stuff
• R06 April 2022

  353 views 2 comments 0 points Most recent by jjstreeter April 2022CPD & Exams
• Streamlining our Letter of Authority system

  488 views 3 comments 0 points Most recent by CHMDMC00 April 2022Administrator's Tent
• AF8 Assignment 2

  692 views 1 comment 0 points Most recent by KP23 April 2022CPD & Exams
• LTA Test at age 75 - BCE5A and 5B

  118 views 2 comments 0 points Most recent by Sam_T April 2022Technical stuff
• LTA test at 75 with more than one drawdown plan

  278 views 7 comments 0 points Most recent by Sam_T April 2022Technical stuff
• Taking PCLS after age 75

  277 views 2 comments 0 points Most recent by SarahComptonHall April 2022Technical stuff
• Direct Offer / non-advised Business

  324 views 6 comments 0 points Most recent by MothiusManius April 2022Products & providers
• Fund research question

  342 views 1 comment 0 points Most recent by Jamie_Barnes April 2022Paraplanning tips & tricks
• Tapering the annual allowance and carry forward

  107 views 5 comments 0 points Most recent by benjaminfabi April 2022Technical stuff
• No book costs for GIA

  301 views 5 comments 0 points Most recent by richallum March 2022Technical stuff
• R03 - NRB & CLT question

  264 views 3 comments 0 points Most recent by benjaminfabi March 2022CPD & Exams
• Pension Tax Relief on a Tax Code

  216 views 1 comment 0 points Most recent by richardgough March 2022Technical stuff
• Paraplanner and Adviser Pay

  528 views 2 comments 0 points Most recent by Clare_Weight March 2022General
• CII Chartered Status - 5 years sector experience clarification please?

  583 views 2 comments 0 points Most recent by DaleLucas March 2022CPD & Exams
• DB & Money Purchase Schemes - LTA

  114 views 1 comment 0 points Most recent by benjaminfabi March 2022Technical stuff
• Is this a bad idea?

  258 views 12 comments 0 points Most recent by amarshall March 2022Technical stuff
• LP2 Past Papers

  185 views 0 comments 0 points Started by rjs March 2022 CPD & Exams
• LP2 Past Papers

  99 views 0 comments 0 points Started by rjs March 2022 Paraplanning tips & tricks
• Pension Contributions - no relevant Earnings

  162 views 3 comments 0 points Most recent by sm2000p March 2022Technical stuff
• AF7 Exam - May 2022

  198 views 1 comment 0 points Most recent by KP23 March 2022CPD & Exams
• Inclusive financial planning pilot

  464 views 3 comments 0 points Most recent by KP23 March 2022CPD & Exams
• How many suitability reports do you write a month?

  1.1K views 9 comments 0 points Most recent by Glyn2000 March 2022General
• Ex ante and ex post costs

  178 views 2 comments 0 points Most recent by Glyn2000 March 2022Technical stuff