The Big Tent

• Bespoke Training Solutions v Brand Financial Training

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• Professional Paraplanner CPD

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• R06 exam

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• R06 - Study Materials

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• R06 prep for Jan

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• AF8 Assignment 8

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• Role

  163 views 1 comment 0 points Most recent by Admin January 2023General
• Section 32 GMP and the LTA

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• CII and PFS situation

  198 views 0 comments 0 points Started by Mosher December 2022 General
• Defaqto Platform Due Diligence

  168 views 3 comments 0 points Most recent by TimMatthias December 2022Technology & IT
• Cii coursework

  363 views 2 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Offshore Bond Custodian Transfer

  110 views 2 comments 0 points Most recent by DaleLucas December 2022Technical stuff
• Executive Income Protection

  83 views 2 comments 0 points Most recent by TimMatthias December 2022Technical stuff
• R01 - 3rd party resources

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• Inheriting AIM Shares

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• Expert pensions discount code

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

  215 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?

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

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

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

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

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

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

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

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

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

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

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

  455 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

  86 views 0 comments 0 points Started by Michelle131 November 2022 Technical stuff