The Big Tent

• Advisory Centralised Investment Proposition - portfolio change charge disclosure

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

  107 views 0 comments 0 points Started by TimMatthias January 2022 General
• NHS Pension Scheme Advice

  142 views 1 comment 0 points Most recent by DaleLucas January 2022General
• Most efficient strategy to pass R01 to R06?

  583 views 5 comments 0 points Most recent by Ugi89 January 2022CPD & Exams
• Constructive Upwards Feedback Help Required

  241 views 8 comments 0 points Most recent by richallum January 2022Team leaders & managers
• Nominee Flexi-Access Drawdown query

  117 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
• Work Tracker

  191 views 2 comments 0 points Most recent by Clare_Weight January 2022General
• Suitability Report Templates / Tools

  1.5K views 8 comments 0 points Most recent by Consiglo January 2022Administrator's Tent
• R06 Jan 22

  292 views 5 comments 0 points Most recent by elspel January 2022CPD & Exams
• Visual tools to explain technical concepts or portray information?

  315 views 3 comments 0 points Most recent by DanAtkinsonUK January 2022Paraplanning tips & tricks
• Remote Exams

  146 views 0 comments 0 points Started by rwooffatst January 2022 CPD & Exams
• R04

  778 views 7 comments 0 points Most recent by carrisn January 2022CPD & Exams
• J10 - Discretionary Investment Management

  197 views 0 comments 0 points Started by robht5 January 2022 CPD & Exams
• Bare Trusts - who are you advising??

  154 views 2 comments 0 points Most recent by ruthiebusybee December 2021General
• DGT tax on death of settlor - Technical Question

  584 views 4 comments 0 points Most recent by benjaminfabi December 2021Technical stuff
• Changing careers within financial services

  1.1K views 10 comments 0 points Most recent by Admin December 2021New to paraplanning
• Moved: DGT tax on death of settlor - Technical Question

  Closed 1 view 0 comments 0 points Started by benjaminfabi December 2021 Technology & IT
• R03 Income Tax

  244 views 1 comment 0 points Most recent by SussexParaplanner December 2021CPD & Exams
• R01-06 - Aviva Notes

  30.4K views 32 comments 0 points Most recent by Surjit101 December 2021CPD & Exams
• Capacity for Loss

  297 views 9 comments 0 points Most recent by SA96 December 2021Technology & IT
• AF5

  259 views 1 comment 0 points Most recent by Caroline December 2021CPD & Exams
• Business and/or client bank for sale

  255 views 0 comments 0 points Started by richallum December 2021 Outsourced & freelance paraplanners
• Borrowing using portfolio as security

  72 views 0 comments 0 points Started by richallum December 2021 Products & providers
• considering CII Diploma - advice

  751 views 6 comments 0 points Most recent by DanielleK November 2021CPD & Exams
• Preperation for R06

  553 views 3 comments 0 points Most recent by Ugi89 November 2021CPD & Exams
• Paraplanning Enquiries question

  274 views 1 comment 0 points Most recent by RachelC November 2021Outsourced & freelance paraplanners
• Voyant - Adviser or Adviser Go?

  312 views 4 comments 0 points Most recent by Jona November 2021Technology & IT
• Cooling Off period for Top Ups

  473 views 5 comments 0 points Most recent by MikeM November 2021Technical stuff
• ESG Investing Questions

  116 views 1 comment 0 points Most recent by JoshuaKnight November 2021General