The Big Tent

• AF2/Equivalent Exam?

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

  67 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.

  164 views 5 comments 0 points Most recent by Anna03 May 2022Products & providers
• Experience of AF units

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

  470 views 4 comments 0 points Most recent by Clare_Weight May 2022New to paraplanning
• Octopus & LGT Vestra

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

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

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

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

  151 views 0 comments 0 points Started by seanhurst April 2022 Products & providers
• What number of monitors do you use?

  212 views 5 comments 0 points Most recent by benjaminfabi April 2022General
• Bond Vs Collective

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

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

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

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

  781 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

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

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

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

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

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

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

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

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

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

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

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

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

  237 views 0 comments 0 points Started by rjs March 2022 CPD & Exams