The Big Tent

• Morningstar Update

  128 views 2 comments 0 points Most recent by SteveC February 2022Technology & IT
• Apprentice - Financial services administrator

  417 views 5 comments 0 points Most recent by BeckyJ January 2022Team leaders & managers
• Taxation of Investment Bond Gains - Policy owner = exactors of estate

  286 views 10 comments 0 points Most recent by amelia1983 January 2022Technical stuff
• Advisory Centralised Investment Proposition - portfolio change charge disclosure

  148 views 7 comments 0 points Most recent by benjaminfabi January 2022Technical stuff
• Mifid 10% drop notifications

  95 views 0 comments 0 points Started by TimMatthias January 2022 General
• NHS Pension Scheme Advice

  138 views 1 comment 0 points Most recent by DaleLucas January 2022General
• Most efficient strategy to pass R01 to R06?

  473 views 5 comments 0 points Most recent by Ugi89 January 2022CPD & Exams
• Constructive Upwards Feedback Help Required

  227 views 8 comments 0 points Most recent by richallum January 2022Team leaders & managers
• Nominee Flexi-Access Drawdown query

  109 views 1 comment 0 points Most recent by benjaminfabi January 2022Technical stuff
• Tests for taking on paraplanners

  1.8K views 8 comments 0 points Most recent by Clare_Weight January 2022Team leaders & managers
• Work Tracker

  186 views 2 comments 0 points Most recent by Clare_Weight January 2022General
• Suitability Report Templates / Tools

  1.5K views 8 comments 0 points Most recent by Consiglo January 2022Administrator's Tent
• R06 Jan 22

  280 views 5 comments 0 points Most recent by elspel January 2022CPD & Exams
• Visual tools to explain technical concepts or portray information?

  292 views 3 comments 0 points Most recent by DanAtkinsonUK January 2022Paraplanning tips & tricks
• Remote Exams

  137 views 0 comments 0 points Started by rwooffatst January 2022 CPD & Exams
• R04

  742 views 7 comments 0 points Most recent by carrisn January 2022CPD & Exams
• J10 - Discretionary Investment Management

  193 views 0 comments 0 points Started by robht5 January 2022 CPD & Exams
• Bare Trusts - who are you advising??

  151 views 2 comments 0 points Most recent by ruthiebusybee December 2021General
• DGT tax on death of settlor - Technical Question

  542 views 4 comments 0 points Most recent by benjaminfabi December 2021Technical stuff
• Changing careers within financial services

  1K views 10 comments 0 points Most recent by Admin December 2021New to paraplanning
• Moved: DGT tax on death of settlor - Technical Question

  Closed 1 view 0 comments 0 points Started by benjaminfabi December 2021 Technology & IT
• R03 Income Tax

  222 views 1 comment 0 points Most recent by SussexParaplanner December 2021CPD & Exams
• R01-06 - Aviva Notes

  30K views 32 comments 0 points Most recent by Surjit101 December 2021CPD & Exams
• Capacity for Loss

  279 views 9 comments 0 points Most recent by SA96 December 2021Technology & IT
• AF5

  230 views 1 comment 0 points Most recent by Caroline December 2021CPD & Exams
• Business and/or client bank for sale

  242 views 0 comments 0 points Started by richallum December 2021 Outsourced & freelance paraplanners
• Borrowing using portfolio as security

  64 views 0 comments 0 points Started by richallum December 2021 Products & providers
• considering CII Diploma - advice

  703 views 6 comments 0 points Most recent by DanielleK November 2021CPD & Exams
• Preperation for R06

  512 views 3 comments 0 points Most recent by Ugi89 November 2021CPD & Exams
• Paraplanning Enquiries question

  265 views 1 comment 0 points Most recent by RachelC November 2021Outsourced & freelance paraplanners