The Big Tent

• DB TVC head scratcher

  116 views 1 comment 0 points Most recent by benjaminfabi April 2019Technical stuff
• Mock FA2 Exam Papers

  665 views 0 comments 0 points Started by Clairebear512 April 2019 CPD & Exams
• Best platform for holding ETFs

  90 views 0 comments 0 points Started by parawhat April 2019 Products & providers
• Moving into a Paraplanning Role

  1.6K views 9 comments 0 points Most recent by Clairebear512 April 2019New to paraplanning
• Meeting Recording

  192 views 2 comments 0 points Most recent by arongunningham April 2019Technology & IT
• Document Portal

  152 views 3 comments 0 points Most recent by gareth April 2019Technology & IT
• Secure email

  284 views 3 comments 0 points Most recent by gareth April 2019Technology & IT
• R05

  2.2K views 2 comments 0 points Most recent by kirsty April 2019CPD & Exams
• R02 - Practice Exam Questions

  499 views 2 comments 0 points Most recent by Clairebear512 April 2019CPD & Exams
• FA2 - Pensions Administration

  106 views 0 comments 0 points Started by Clairebear512 April 2019 CPD & Exams
• Overcontributing to pension

  476 views 9 comments 0 points Most recent by Rebecca_Tuck April 2019Technical stuff
• UnderwriteMe

  83 views 0 comments 0 points Started by Yonkers420 April 2019 Products & providers
• AF5 April 2019 - How did everyone find it?

  168 views 0 comments 0 points Started by Nath April 2019 CPD & Exams
• FE Analytics & SJP

  226 views 2 comments 0 points Most recent by Yonkers420 April 2019Products & providers
• Pension withdrawal tax calculator

  608 views 8 comments 0 points Most recent by Clare_Weight April 2019Paraplanning tips & tricks
• Taxation of Offshore Bonds for US Residents

  372 views 4 comments 0 points Most recent by Jamie_Barnes April 2019Technical stuff
• Family Income Benefit - IHT & Policy Ownership

  182 views 3 comments 0 points Most recent by richardgough April 2019Technical stuff
• Small Firm or Corporate?

  153 views 4 comments 0 points Most recent by kpin April 2019General
• Qualifying WOL - chargeable event?

  157 views 2 comments 0 points Most recent by benjaminfabi April 2019Technical stuff
• Pension Regulars Post 75

  89 views 2 comments 0 points Most recent by Colin1980 April 2019Products & providers
• Single Premium Term Assurance

  79 views 0 comments 0 points Started by arongunningham April 2019 Technical stuff
• PROD rules

  93 views 0 comments 0 points Started by AndyRichards April 2019 Technical stuff
• R04 - mock exam

  161 views 1 comment 0 points Most recent by scotty April 2019CPD & Exams
• AF1

  300 views 2 comments 0 points Most recent by Pushoz April 2019CPD & Exams
• Did anyone sit J05 today?

  119 views 5 comments 0 points Most recent by TerrierLady April 2019CPD & Exams
• Residence Nil Rate Band

  114 views 4 comments 0 points Most recent by DanAtkinsonUK April 2019Technical stuff
• MIFID Compliant Review Letter and Charges Disclosure

  805 views 26 comments 0 points Most recent by charlotte.e April 2019General
• Managing workflow and time recording

  499 views 13 comments 0 points Most recent by Daniel_Lock April 2019Team leaders & managers
• R02 mock questions

  316 views 3 comments 0 points Most recent by Andy_Schleider April 2019CPD & Exams
• Accounting for bonus units for a switch cost comparison

  116 views 4 comments 0 points Most recent by benjaminfabi April 2019Technical stuff