The Big Tent

• Jersey / Guernsey Trustee suggestions

  26 views 0 comments 0 points Started by MothiusManius February 7 Technical stuff
• List of providers for sending LOAs

  125 views 3 comments 0 points Most recent by SD30 February 7Products & providers
• Overseas pensions

  70 views 1 comment 0 points Most recent by Theresa_Dixon February 4CPD & Exams
• PFS Paraplanner Networking sessions - Starting next month

  81 views 2 comments 0 points Most recent by Caro February 3General
• VCT EIS research

  973 views 14 comments 0 points Most recent by Abrahaj February 3Products & providers
• Morningstar Update

  99 views 2 comments 0 points Most recent by SteveC February 1Technology & IT
• Apprentice - Financial services administrator

  342 views 5 comments 0 points Most recent by BeckyJ January 28Team leaders & managers
• FE Analytics issues

  120 views 6 comments 0 points Most recent by richallum January 28Technology & IT
• Taxation of Investment Bond Gains - Policy owner = exactors of estate

  134 views 10 comments 0 points Most recent by amelia1983 January 27Technical stuff
• Advisory Centralised Investment Proposition - portfolio change charge disclosure

  86 views 7 comments 0 points Most recent by benjaminfabi January 26Technical stuff
• Mifid 10% drop notifications

  68 views 0 comments 0 points Started by TimMatthias January 25 General
• NHS Pension Scheme Advice

  103 views 1 comment 0 points Most recent by DaleLucas January 25General
• Most efficient strategy to pass R01 to R06?

  263 views 5 comments 0 points Most recent by Ugi89 January 23CPD & Exams
• Constructive Upwards Feedback Help Required

  186 views 8 comments 0 points Most recent by richallum January 21Team leaders & managers
• Nominee Flexi-Access Drawdown query

  91 views 1 comment 0 points Most recent by benjaminfabi January 20Technical stuff
• Tests for taking on paraplanners

  741 views 8 comments 0 points Most recent by Clare_Weight January 20Team leaders & managers
• Work Tracker

  163 views 2 comments 0 points Most recent by Clare_Weight January 17General
• Suitability Report Templates / Tools

  701 views 8 comments 0 points Most recent by Consiglo January 14Administrator's Tent
• R06 Jan 22

  215 views 5 comments 0 points Most recent by elspel January 13CPD & Exams
• Visual tools to explain technical concepts or portray information?

  199 views 3 comments 0 points Most recent by DanAtkinsonUK January 11Paraplanning tips & tricks
• Remote Exams

  98 views 0 comments 0 points Started by rwooffatst January 6 CPD & Exams
• R04

  563 views 7 comments 0 points Most recent by carrisn January 6CPD & Exams
• J10 - Discretionary Investment Management

  113 views 0 comments 0 points Started by robht5 January 5 CPD & Exams
• Bare Trusts - who are you advising??

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

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

  632 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

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

  26.1K views 32 comments 0 points Most recent by Surjit101 December 2021CPD & Exams