The Big Tent

• Smart Pension Charges

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  150 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

  109 views 0 comments 0 points Started by MothiusManius April 2023 Products & providers
• R06 April 2023

  367 views 3 comments 0 points Most recent by Hoolahan April 2023CPD & Exams
• Due Diligence

  248 views 2 comments 0 points Most recent by Richard April 2023Outsourced & freelance paraplanners