The Big Tent

• Taking PCLS after age 75

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

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

  343 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

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

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

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

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

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

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

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

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

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

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

  199 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

  181 views 2 comments 0 points Most recent by Glyn2000 March 2022Technical stuff
• Adviser Retirement Gifts?

  105 views 3 comments 0 points Most recent by Nath March 2022General
• Financial / Scientific Calculators

  140 views 1 comment 0 points Most recent by benjaminfabi March 2022CPD & Exams
• Taxation of bonds in trust

  555 views 7 comments 0 points Most recent by Nath March 2022Technical stuff
• PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!

  163 views 9 comments 0 points Most recent by richardgough March 2022General
• Individual protection 2016

  78 views 2 comments 0 points Most recent by richallum March 2022Technical stuff
• How are you discounting Stakeholder pensions..

  278 views 1 comment 0 points Most recent by richardgough March 2022Technical stuff
• Collating client info for Voyant

  470 views 5 comments 0 points Most recent by richardgough March 2022Team leaders & managers
• Rental income tax

  112 views 3 comments 0 points Most recent by benjaminfabi March 2022Technical stuff
• IHT for intestate married couple, joint home

  116 views 3 comments 0 points Most recent by DaleLucas February 2022Technical stuff
• NHS 2015 Pension Scheme Benefits Trivial Commutation

  76 views 0 comments 0 points Started by TimMatthias February 2022 Products & providers
• Overseas company bank account funding UK Employee pension

  68 views 3 comments 0 points Most recent by Admin February 2022Products & providers
• Please help! Can I get your feedback on exams and qualifications to take back to the CII 😊

  241 views 5 comments 0 points Most recent by Planner12 February 2022CPD & Exams