The Big Tent

• R06 April 2022

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

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

  771 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

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

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

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

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

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

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

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

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

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

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

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

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

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

  116 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

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

  484 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

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

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

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

  622 views 7 comments 0 points Most recent by Nath March 2022Technical stuff
• PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!

  168 views 9 comments 0 points Most recent by richardgough March 2022General
• Individual protection 2016

  81 views 2 comments 0 points Most recent by richallum March 2022Technical stuff
• How are you discounting Stakeholder pensions..

  334 views 1 comment 0 points Most recent by richardgough March 2022Technical stuff
• Collating client info for Voyant

  638 views 5 comments 0 points Most recent by richardgough March 2022Team leaders & managers