The Big Tent

• Octopus & LGT Vestra

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

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

  838 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

  146 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

  262 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

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

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

  743 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

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

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

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

  361 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

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

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

  239 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?

  742 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?

  273 views 12 comments 0 points Most recent by amarshall March 2022Technical stuff
• LP2 Past Papers

  212 views 0 comments 0 points Started by rjs March 2022 CPD & Exams
• LP2 Past Papers

  112 views 0 comments 0 points Started by rjs March 2022 Paraplanning tips & tricks
• Pension Contributions - no relevant Earnings

  170 views 3 comments 0 points Most recent by sm2000p March 2022Technical stuff
• AF7 Exam - May 2022

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

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

  1.3K views 9 comments 0 points Most recent by Glyn2000 March 2022General