The Big Tent

• Expert pensions discount code

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

  210 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?

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

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

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

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

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

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

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

  86 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

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

  444 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  224 views 2 comments 0 points Most recent by Andy_Schleider October 2022CPD & Exams
• Bond Surrender Calculations

  855 views 7 comments 0 points Most recent by les_cameron October 2022Technical stuff