The Big Tent

• Introduction

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• CFP & Chartered Status - CISI

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• Month 1 Emergency Tax K tax code (Scotland)

  83 views 0 comments 0 points Started by GallusAlice June 2022 Technical stuff
• CII Remote Invigilation

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• FileHaven

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• Sitting Exams CII

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• Salary

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• CII purchase not downloadable

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• Revision Mate Questions v CII Exam Questions

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• TRS - Registering for clients

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• AF2/Equivalent Exam?

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

  65 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.

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• Experience of AF units

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

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• Octopus & LGT Vestra

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• R04 Please HELP!!!

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

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

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

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• What number of monitors do you use?

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• Bond Vs Collective

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

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• R06 April 2022

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• Streamlining our Letter of Authority system

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• AF8 Assignment 2

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• LTA Test at age 75 - BCE5A and 5B

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• LTA test at 75 with more than one drawdown plan

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

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

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