The Big Tent

• TRS - Registering for clients

  166 views 4 comments 0 points Most recent by richardgough May 2022General
• AF2/Equivalent Exam?

  404 views 2 comments 0 points Most recent by ConorBrown May 2022CPD & Exams
• Trust Wind Up - Friends Provident International being difficult

  63 views 0 comments 0 points Started by Sam_T May 2022 Technical stuff
• Any Personal Pension providers accepting low contributions? Only £56 p/m gross.

  155 views 5 comments 0 points Most recent by Anna03 May 2022Products & providers
• Experience of AF units

  449 views 6 comments 0 points Most recent by KP23 May 2022CPD & Exams
• What’s the fastest route from admin to paraplanner?

  452 views 4 comments 0 points Most recent by Clare_Weight May 2022New to paraplanning
• Octopus & LGT Vestra

  121 views 1 comment 0 points Most recent by amarshall May 2022Products & providers
• R04 Please HELP!!!

  529 views 3 comments 0 points Most recent by LuizaBTS May 2022CPD & Exams
• Offshore bonds and 5% tax deferred allowance

  848 views 5 comments 0 points Most recent by benjaminfabi April 2022Technical stuff
• Fancy taking part in the PFS Paraplanner Roadshows?

  108 views 0 comments 0 points Started by Caro April 2022 General
• With Profits Funds

  147 views 0 comments 0 points Started by seanhurst April 2022 Products & providers
• What number of monitors do you use?

  211 views 5 comments 0 points Most recent by benjaminfabi April 2022General
• Bond Vs Collective

  265 views 3 comments 0 points Most recent by Asturgess April 2022General
• Help/Thoughts - Building a portfolio on FE / Unknown share classes etc

  98 views 2 comments 0 points Most recent by benjaminfabi April 2022Technical stuff
• R06 April 2022

  390 views 2 comments 0 points Most recent by jjstreeter April 2022CPD & Exams
• Streamlining our Letter of Authority system

  569 views 3 comments 0 points Most recent by CHMDMC00 April 2022Administrator's Tent
• AF8 Assignment 2

  744 views 1 comment 0 points Most recent by KP23 April 2022CPD & Exams
• LTA Test at age 75 - BCE5A and 5B

  128 views 2 comments 0 points Most recent by Sam_T April 2022Technical stuff
• LTA test at 75 with more than one drawdown plan

  287 views 7 comments 0 points Most recent by Sam_T April 2022Technical stuff
• Taking PCLS after age 75

  310 views 2 comments 0 points Most recent by SarahComptonHall April 2022Technical stuff
• Direct Offer / non-advised Business

  368 views 6 comments 0 points Most recent by MothiusManius April 2022Products & providers
• Fund research question

  366 views 1 comment 0 points Most recent by Jamie_Barnes April 2022Paraplanning tips & tricks
• Tapering the annual allowance and carry forward

  111 views 5 comments 0 points Most recent by benjaminfabi April 2022Technical stuff
• No book costs for GIA

  334 views 5 comments 0 points Most recent by richallum March 2022Technical stuff
• R03 - NRB & CLT question

  287 views 3 comments 0 points Most recent by benjaminfabi March 2022CPD & Exams
• Pension Tax Relief on a Tax Code

  241 views 1 comment 0 points Most recent by richardgough March 2022Technical stuff
• Paraplanner and Adviser Pay

  544 views 2 comments 0 points Most recent by Clare_Weight March 2022General
• CII Chartered Status - 5 years sector experience clarification please?

  763 views 2 comments 0 points Most recent by DaleLucas March 2022CPD & Exams
• DB & Money Purchase Schemes - LTA

  118 views 1 comment 0 points Most recent by benjaminfabi March 2022Technical stuff
• Is this a bad idea?

  275 views 12 comments 0 points Most recent by amarshall March 2022Technical stuff