The Big Tent

• Wizard Learning or Brand Exam packs???

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• Client moving to US - pension issue

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• Brilliant Podcast on Help with Exam's...

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• Keeping up to date............

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• US Stockbroking Portfolio

  54 views 0 comments 0 points Started by Colin1980 September 2020 Technical stuff
• Looking for a good top-slicing webinar

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• Tax on Savings Interest - Pure Confusion

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• CII Remark

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• R02 - Exam Tips

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• AF5 easter

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• DB revaluation - cashflow assumptions

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• ESG and Impact Investing

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• R06 - July Results

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• Just checking in....

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• Initial Client Contact Protocol

  108 views 0 comments 0 points Started by GallusAlice August 2020 General
• R03 Help

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• APS ISAs

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• R03 - Please Help!

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• What industry awards are there for Financial Advisers?

  85 views 0 comments 0 points Started by RickSanchez August 2020 General
• Emergency Tax

  130 views 2 comments 0 points Most recent by Nath August 2020Technical stuff
• Advertising / Marketing

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• Careers - the best move to make?

  279 views 4 comments 0 points Most recent by Caroline_Singleton August 2020General
• R06 Example Analysis

  141 views 1 comment 0 points Most recent by JonPaulEllis August 2020CPD & Exams
• Barriers to exit - platforms refusing to convert funds

  98 views 2 comments 0 points Most recent by Jamie_Barnes August 2020Products & providers
• Retirement Options

  427 views 6 comments 0 points Most recent by Caroline_Singleton August 2020Paraplanning tips & tricks
• Supporting One Another

  1.7K views 71 comments 0 points Most recent by Clairebear512 August 2020General
• IHT cumulation - failed PETs and CLTs

  388 views 3 comments 0 points Most recent by Chris August 2020CPD & Exams
• Advertising/marketing question

  120 views 0 comments 0 points Started by Andy_Schleider August 2020 Outsourced & freelance paraplanners
• Infographics on Reports

  460 views 10 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks
• Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits

  651 views 13 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks