The Big Tent

• PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!

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

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

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

  612 views 5 comments 0 points Most recent by richardgough March 2022Team leaders & managers
• Rental income tax

  139 views 3 comments 0 points Most recent by benjaminfabi March 2022Technical stuff
• IHT for intestate married couple, joint home

  121 views 3 comments 0 points Most recent by DaleLucas February 2022Technical stuff
• NHS 2015 Pension Scheme Benefits Trivial Commutation

  83 views 0 comments 0 points Started by TimMatthias February 2022 Products & providers
• Overseas company bank account funding UK Employee pension

  71 views 3 comments 0 points Most recent by Admin February 2022Products & providers
• Please help! Can I get your feedback on exams and qualifications to take back to the CII 😊

  253 views 5 comments 0 points Most recent by Planner12 February 2022CPD & Exams
• Dropbox

  130 views 5 comments 0 points Most recent by Andy_Schleider February 2022Technology & IT
• Inflation rates in cash flow

  186 views 7 comments 0 points Most recent by Nath February 2022Technology & IT
• CashCalc vs Voyant

  853 views 1 comment 0 points Most recent by Nath February 2022Technology & IT
• AF4 - training

  188 views 1 comment 0 points Most recent by Jona February 2022CPD & Exams
• AML on a European Company

  37 views 0 comments 0 points Started by Glyn2000 February 2022 Products & providers
• Comparing investment performance

  272 views 3 comments 0 points Most recent by Glyn2000 February 2022Technical stuff
• Jersey / Guernsey Trustee suggestions

  35 views 0 comments 0 points Started by MothiusManius February 2022 Technical stuff
• List of providers for sending LOAs

  170 views 3 comments 0 points Most recent by SD30 February 2022Products & providers
• Overseas pensions

  91 views 1 comment 0 points Most recent by Theresa_Dixon February 2022CPD & Exams
• PFS Paraplanner Networking sessions - Starting next month

  217 views 2 comments 0 points Most recent by Caro February 2022General
• VCT EIS research

  1.2K views 14 comments 0 points Most recent by Abrahaj February 2022Products & providers
• Morningstar Update

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

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

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

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

  96 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?

  499 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

  1.9K views 8 comments 0 points Most recent by Clare_Weight January 2022Team leaders & managers