The Big Tent

• DB Advice - Any platforms/providers who will accept a DB transfer with a non-positive advice?

  1.2K views 7 comments 0 points Most recent by michael543 January 2023Technical stuff
• The end of the paraplanner?

  430 views 2 comments 0 points Most recent by TomLloyd_Read January 2023General
• Best offshore bond provider for adviser/customer service

  96 views 1 comment 0 points Most recent by Nath January 2023Products & providers
• ER1 practice paper recommendations

  148 views 2 comments 0 points Most recent by nic3123 January 2023CPD & Exams
• Bespoke Training Solutions v Brand Financial Training

  731 views 3 comments 0 points Most recent by Gayle January 2023CPD & Exams
• Professional Paraplanner CPD

  139 views 0 comments 0 points Started by benjaminfabi January 2023 CPD & Exams
• R06 exam

  2.5K views 36 comments 0 points Most recent by CR7 January 2023CPD & Exams
• R06 - Study Materials

  450 views 2 comments 0 points Most recent by LuizaBTS January 2023CPD & Exams
• R06 prep for Jan

  225 views 3 comments 0 points Most recent by LuizaBTS January 2023CPD & Exams
• AF8 Assignment 8

  1.1K views 8 comments 0 points Most recent by Paraplanner101 January 2023CPD & Exams
• Role

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

  177 views 7 comments 0 points Most recent by Nath January 2023Technical stuff
• CII and PFS situation

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

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

  369 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

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

  264 views 3 comments 0 points Most recent by naitchison December 2022CPD & Exams
• Inheriting AIM Shares

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

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

  218 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?

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

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

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

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

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

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

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

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

  224 views 3 comments 0 points Most recent by Admin November 2022CPD & Exams