The Big Tent

• AF7 Exam - May 2022

  205 views 1 comment 0 points Most recent by KP23 March 2022CPD & Exams
• Inclusive financial planning pilot

  472 views 3 comments 0 points Most recent by KP23 March 2022CPD & Exams
• How many suitability reports do you write a month?

  1.2K views 9 comments 0 points Most recent by Glyn2000 March 2022General
• Ex ante and ex post costs

  193 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

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

  570 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!

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

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

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

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

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

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

  77 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 😊

  242 views 5 comments 0 points Most recent by Planner12 February 2022CPD & Exams
• Dropbox

  108 views 5 comments 0 points Most recent by Andy_Schleider February 2022Technology & IT
• Inflation rates in cash flow

  171 views 7 comments 0 points Most recent by Nath February 2022Technology & IT
• CashCalc vs Voyant

  735 views 1 comment 0 points Most recent by Nath February 2022Technology & IT
• AF4 - training

  174 views 1 comment 0 points Most recent by Jona February 2022CPD & Exams
• AML on a European Company

  33 views 0 comments 0 points Started by Glyn2000 February 2022 Products & providers
• Comparing investment performance

  263 views 3 comments 0 points Most recent by Glyn2000 February 2022Technical stuff
• Jersey / Guernsey Trustee suggestions

  31 views 0 comments 0 points Started by MothiusManius February 2022 Technical stuff
• List of providers for sending LOAs

  166 views 3 comments 0 points Most recent by SD30 February 2022Products & providers
• Overseas pensions

  89 views 1 comment 0 points Most recent by Theresa_Dixon February 2022CPD & Exams
• PFS Paraplanner Networking sessions - Starting next month

  202 views 2 comments 0 points Most recent by Caro February 2022General
• VCT EIS research

  1.2K views 14 comments 0 points Most recent by Abrahaj February 2022Products & providers
• Morningstar Update

  124 views 2 comments 0 points Most recent by SteveC February 2022Technology & IT
• Apprentice - Financial services administrator

  403 views 5 comments 0 points Most recent by BeckyJ January 2022Team leaders & managers
• Taxation of Investment Bond Gains - Policy owner = exactors of estate

  263 views 10 comments 0 points Most recent by amelia1983 January 2022Technical stuff