The Big Tent

• CFP & Chartered Status - CISI

  1.9K views 12 comments 0 points Most recent by Sam_T June 2022CPD & Exams
• Month 1 Emergency Tax K tax code (Scotland)

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

  251 views 2 comments 0 points Most recent by julesstewart1983 June 2022CPD & Exams
• FileHaven

  142 views 5 comments 0 points Most recent by Nathan June 2022Technology & IT
• Sitting Exams CII

  495 views 8 comments 0 points Most recent by KP23 June 2022CPD & Exams
• Salary

  789 views 11 comments 0 points Most recent by Nath May 2022General
• CII purchase not downloadable

  125 views 1 comment 0 points Most recent by DaleLucas May 2022CPD & Exams
• Revision Mate Questions v CII Exam Questions

  812 views 2 comments 0 points Most recent by Banner May 2022CPD & Exams
• TRS - Registering for clients

  170 views 4 comments 0 points Most recent by richardgough May 2022General
• AF2/Equivalent Exam?

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

  68 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.

  165 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?

  474 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!!!

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

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

  117 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?

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

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

  106 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

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

  782 views 1 comment 0 points Most recent by KP23 April 2022CPD & Exams
• LTA Test at age 75 - BCE5A and 5B

  129 views 2 comments 0 points Most recent by Sam_T April 2022Technical stuff
• LTA test at 75 with more than one drawdown plan

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

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

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

  417 views 1 comment 0 points Most recent by Jamie_Barnes April 2022Paraplanning tips & tricks