The Big Tent

• CII Remote Exams - Discussion?

  937 views 8 comments 0 points Most recent by GallusAlice October 2020CPD & Exams
• Income protection for client who recently moved to the UK

  69 views 2 comments 0 points Most recent by Chris_Hindle1 October 2020Technical stuff
• How do you store your documents

  297 views 10 comments 0 points Most recent by Suse1969 October 2020Technology & IT
• Outsourced administration

  371 views 2 comments 0 points Most recent by PPWow October 2020Outsourced & freelance paraplanners
• With Profits Transfers

  255 views 6 comments 0 points Most recent by Yonkers420 October 2020Technical stuff
• Reminder about paid and licensed exam preparation material

  117 views 0 comments 0 points Started by Admin September 2020 CPD & Exams
• CF6

  1.8K views 6 comments 0 points Most recent by paulhood__ September 2020CPD & Exams
• CII October Exams

  155 views 1 comment 0 points Most recent by jwr21 September 2020Technology & IT
• Charges

  315 views 3 comments 0 points Most recent by richallum September 2020General
• Bond gains and the Personal Allowance

  214 views 3 comments 0 points Most recent by TomLloyd_Read September 2020Technical stuff
• CII "Exam Results Pending"

  1.3K views 4 comments 0 points Most recent by jwr21 September 2020CPD & Exams
• 'Simple' fund switch letter

  242 views 1 comment 0 points Most recent by JoshuaKnight September 2020General
• Calculating/Presenting Savings with Surrender Penalty.

  138 views 2 comments 0 points Most recent by richardgough September 2020Technical stuff
• Local Government schemes - DB Transfer

  85 views 0 comments 0 points Started by Jon3 September 2020 Technical stuff
• US Domiciled returning to UK

  83 views 1 comment 0 points Most recent by parawhat September 2020Technical stuff
• Wizard Learning or Brand Exam packs???

  717 views 2 comments 0 points Most recent by parawhat September 2020CPD & Exams
• Client moving to US - pension issue

  95 views 1 comment 0 points Most recent by parawhat September 2020Products & providers
• Brilliant Podcast on Help with Exam's...

  201 views 1 comment 0 points Most recent by GA2Hela September 2020CPD & Exams
• Keeping up to date............

  98 views 0 comments 0 points Started by ruthiebusybee September 2020 General
• US Stockbroking Portfolio

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

  158 views 4 comments 0 points Most recent by ruthiebusybee September 2020General
• Tax on Savings Interest - Pure Confusion

  191 views 1 comment 0 points Most recent by Sean_Fernyhough September 2020CPD & Exams
• CII Remark

  1.1K views 5 comments 0 points Most recent by Andy_Schleider September 2020CPD & Exams
• R02 - Exam Tips

  3.8K views 10 comments 0 points Most recent by jadud92 September 2020CPD & Exams
• AF5 easter

  537 views 17 comments 0 points Most recent by esthomizzy September 2020Our news
• DB revaluation - cashflow assumptions

  180 views 2 comments 0 points Most recent by benjaminfabi September 2020Technical stuff
• ESG and Impact Investing

  128 views 1 comment 0 points Most recent by alam_wealthkid September 2020Technical stuff
• R06 - July Results

  1.3K views 5 comments 0 points Most recent by jhardingham September 2020CPD & Exams
• Just checking in....

  262 views 4 comments 0 points Most recent by Caroline_Singleton August 2020General
• Initial Client Contact Protocol

  124 views 0 comments 0 points Started by GallusAlice August 2020 General