The Big Tent

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• Executive Income Protection

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• R01 - 3rd party resources

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• Expert pensions discount code

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• CISI Private Client Investment Advice & Management (PCIAM)

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• Fixed Term Annuities - good option for low risk retirees with interest rate rises?

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

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• AF4 Exam

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• Has anyone done AF6 coursework?

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• Fixed Protection 2016 - excess

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• FSCS - Personal accounts and cash accounts within a SIPP

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• AF8 Exam

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• Beneficiary surrendering assigned Offshore Bond - Top Slicing tax question

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• AF4 Sept Sitting

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• AF8 Exam

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

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• Question for FE gurus

  447 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

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

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

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• Ongoing Adviser Fees

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

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