The Big Tent

• Inheriting AIM Shares

  138 views 2 comments 0 points Most recent by les_cameron December 2022Technical stuff
• Expert pensions discount code

  241 views 0 comments 0 points Started by Jumanji December 2022 CPD & Exams
• CISI Private Client Investment Advice & Management (PCIAM)

  204 views 2 comments 0 points Most recent by Jumanji December 2022CPD & Exams
• Fixed Term Annuities - good option for low risk retirees with interest rate rises?

  358 views 11 comments 0 points Most recent by Nath December 2022Technical stuff
• Mifid transaction costs

  116 views 2 comments 0 points Most recent by benjaminfabi December 2022Technical stuff
• AF4 Exam

  514 views 6 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Has anyone done AF6 coursework?

  266 views 1 comment 0 points Most recent by Babyfacesmith December 2022CPD & Exams
• Fixed Protection 2016 - excess

  75 views 2 comments 0 points Most recent by TimMatthias December 2022Technical stuff
• FSCS - Personal accounts and cash accounts within a SIPP

  120 views 2 comments 0 points Most recent by les_cameron December 2022Technical stuff
• AF8 Exam

  687 views 3 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Beneficiary surrendering assigned Offshore Bond - Top Slicing tax question

  83 views 2 comments 0 points Most recent by GallusAlice November 2022Technical stuff
• AF4 Sept Sitting

  217 views 3 comments 0 points Most recent by Admin November 2022CPD & Exams
• AF8 Exam

  105 views 0 comments 0 points Started by Asturgess November 2022 CPD & Exams
• Xplan - Document templates and Python Coding

  515 views 2 comments 0 points Most recent by richardgough November 2022Technology & IT
• Question for FE gurus

  439 views 6 comments 0 points Most recent by Nath November 2022Paraplanning tips & tricks
• IIP (IPDI) appointing assets to remaindermen during lifetime of life tenant lacking capacity

  81 views 0 comments 0 points Started by Michelle131 November 2022 Technical stuff
• Automated Advise

  102 views 0 comments 0 points Started by EmilyTreais November 2022 Technology & IT
• Investment Bond Ownership

  90 views 1 comment 0 points Most recent by richardgough November 2022Technical stuff
• Ongoing Adviser Fees

  186 views 0 comments 0 points Started by seanhurst November 2022 General
• Factfind???

  248 views 7 comments 0 points Most recent by ParaplannerFP November 2022General
• R06

  167 views 2 comments 0 points Most recent by mcshelton November 2022CPD & Exams
• Mid Life Career Change from professional role to Paraplanning advice please

  751 views 6 comments 0 points Most recent by Snewton November 2022General
• RO Exams - Mock Exams Best External Providers

  218 views 5 comments 0 points Most recent by Jen_Berwick November 2022CPD & Exams
• Looking for an exciting role in a really inspiring team?

  110 views 0 comments 0 points Started by becca_timmins November 2022 Administrator's Tent
• Looking for an Outsourced Paraplanner

  426 views 2 comments 0 points Most recent by JAMcKay November 2022Outsourced & freelance paraplanners
• Any users of XPlan? Looking for opinions!

  362 views 5 comments 0 points Most recent by richardgough November 2022General
• Risk Profiling and the current bond market

  89 views 1 comment 0 points Most recent by benjaminfabi October 2022Technical stuff
• Investment Policy Statement

  60 views 0 comments 0 points Started by ruthiebusybee October 2022 General
• Accessing Pension to act as bridging loan

  121 views 2 comments 0 points Most recent by LWheel2003 October 2022Technical stuff
• CII Data breach

  222 views 2 comments 0 points Most recent by Andy_Schleider October 2022CPD & Exams