The Big Tent

• With Profits Funds

  148 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

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

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

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

  749 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

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

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

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

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

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

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

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

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

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

  800 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?

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

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

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

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

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

  482 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
• Ex ante and ex post costs

  206 views 2 comments 0 points Most recent by Glyn2000 March 2022Technical stuff
• Adviser Retirement Gifts?

  113 views 3 comments 0 points Most recent by Nath March 2022General
• Financial / Scientific Calculators

  165 views 1 comment 0 points Most recent by benjaminfabi March 2022CPD & Exams
• Taxation of bonds in trust

  607 views 7 comments 0 points Most recent by Nath March 2022Technical stuff