The Big Tent

• Equity Release ER1

  238 views 3 comments 0 points Most recent by DanAtkinsonUK February 2020CPD & Exams
• Any guidance appreciated

  428 views 3 comments 0 points Most recent by SamD February 2020Outsourced & freelance paraplanners
• Pension Schemes and Life Assurance policies held in trust

  190 views 5 comments 0 points Most recent by Jona February 2020Technical stuff
• R01 Book

  230 views 2 comments 0 points Most recent by AnnaT February 2020CPD & Exams
• CGT on Ongoing Adviser Fees

  245 views 3 comments 0 points Most recent by benjaminfabi February 2020Technical stuff
• Insured funds vs Institutional

  217 views 2 comments 0 points Most recent by benjaminfabi February 2020General
• Assessing an interviewee's writing ability

  598 views 13 comments 0 points Most recent by richallum February 2020Team leaders & managers
• R03

  297 views 3 comments 0 points Most recent by Andrewpricecomposer February 2020CPD & Exams
• Paraplanner needed

  452 views 1 comment 0 points Most recent by richallum January 2020Outsourced & freelance paraplanners
• Adviser to Paraplanner Report/advice request forms

  989 views 6 comments 0 points Most recent by Navigator January 2020Paraplanning tips & tricks
• Consolidating Funds/Shares - Book cost?

  260 views 9 comments 0 points Most recent by benjaminfabi January 2020Technical stuff
• Developing paraplanning skills

  198 views 3 comments 0 points Most recent by LiamD0529 January 2020General
• Business Email

  185 views 11 comments 0 points Most recent by AlbertaNK January 2020Outsourced & freelance paraplanners
• Certificate in Paraplanning

  243 views 1 comment 0 points Most recent by Clare_Weight January 2020CPD & Exams
• GDPR - Email Encryption

  638 views 10 comments 0 points Most recent by Clare_Weight January 2020Technology & IT
• Spending capital

  159 views 3 comments 0 points Most recent by Nathan January 2020Technical stuff
• Negative Trading Costs

  84 views 1 comment 0 points Most recent by benjaminfabi January 2020Technical stuff
• Money Alive

  199 views 3 comments 0 points Most recent by Suse1969 January 2020Products & providers
• LTA vs IHT

  267 views 5 comments 0 points Most recent by arongunningham January 2020Paraplanning tips & tricks
• Ethical & Impact Investing CPD

  173 views 2 comments 0 points Most recent by DanAtkinsonUK January 2020Products & providers
• R06 on Monday

  109 views 0 comments 0 points Started by scotty January 2020 CPD & Exams
• CPD Sources

  247 views 8 comments 0 points Most recent by Caro January 2020CPD & Exams
• Private Client Investment Advice & Management (PCIAM) CISI

  1.2K views 5 comments 0 points Most recent by JohnBoy January 2020CPD & Exams
• Using iPAD or Tablets for clients to input data and sign docs

  77 views 0 comments 0 points Started by GallusAlice January 2020 Technology & IT
• New LIBF Level 4 Diploma in Paraplanning Launched

  312 views 2 comments 0 points Most recent by Andy_Schleider January 2020General
• R05

  132 views 0 comments 0 points Started by carlise63 January 2020 CPD & Exams
• Paying for the daughter's wedding - PET?

  463 views 5 comments 0 points Most recent by Jona January 2020General
• Offshore Bond Segment Assignment (Probate Trust) into new Discretionary Trust

  155 views 1 comment 0 points Most recent by arongunningham January 2020Technical stuff
• R06 Jan 2020 Redmill or Brand

  373 views 5 comments 0 points Most recent by Admin January 2020CPD & Exams
• Af1 and af4

  305 views 2 comments 0 points Most recent by SW1990 December 2019CPD & Exams