The Big Tent

• 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

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

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

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

  625 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!

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

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

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

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

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

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

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

  75 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 😊

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

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

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

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

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

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

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

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

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

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

  229 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

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

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

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

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

  102 views 0 comments 0 points Started by TimMatthias January 2022 General