The Big Tent

• Octopus Cash

  967 views 11 comments 0 points Most recent by parawhat March 2019Products & providers
• Order of BCEs when buying an annuity, net of PCLS

  120 views 4 comments 0 points Most recent by Gustavo_Fring March 2019Technical stuff
• St James's Place Advice charges

  466 views 7 comments 0 points Most recent by arongunningham March 2019Products & providers
• R06

  621 views 4 comments 0 points Most recent by JJackson March 2019CPD & Exams
• PPF - early retirement

  145 views 2 comments 0 points Most recent by Jona March 2019Technical stuff
• Does anyone have any condensed J05 notes?

  79 views 0 comments 0 points Started by TerrierLady March 2019 Technical stuff
• Employer pension contributions

  225 views 6 comments 0 points Most recent by arongunningham March 2019Technical stuff
• Small DB transfer

  148 views 7 comments 0 points Most recent by T_Smith March 2019General
• Life after DipPFS

  426 views 3 comments 0 points Most recent by Andy_Schleider March 2019CPD & Exams
• CEMAP - Level 3 / Level 4

  146 views 0 comments 0 points Started by Him1982 March 2019 CPD & Exams
• FE Analytics - missing portfolios

  101 views 4 comments 0 points Most recent by richallum February 2019Technology & IT
• MIFID II costs and charges disclosure

  4.8K views 61 comments 0 points Most recent by benjaminfabi February 2019Technical stuff
• Demonstrating Tolerance For Loss

  487 views 6 comments 0 points Most recent by benjaminfabi February 2019Paraplanning tips & tricks
• Howwow Online: CRP - What is it, who is it for and needs one? - 27 February 2019, 1-2pm

  69 views 0 comments 0 points Started by Admin February 2019 Our news
• AF4

  132 views 0 comments 0 points Started by Jegan February 2019 CPD & Exams
• SMCR & paraplanners

  344 views 8 comments 0 points Most recent by richallum February 2019General
• Placing an existing Term policy into Trust - Terminally Ill client

  125 views 7 comments 0 points Most recent by richallum February 2019General
• Cash ISA transfer

  158 views 2 comments 0 points Most recent by Gustavo_Fring February 2019Technical stuff
• FSAVCs

  139 views 2 comments 0 points Most recent by Jona February 2019Technical stuff
• At-Retirement Advice Process

  265 views 7 comments 0 points Most recent by parawhat February 2019General
• Rebasing Offshore Funds

  86 views 2 comments 0 points Most recent by arongunningham February 2019Technical stuff
• Paraplanners being replaced by AI (again)

  208 views 5 comments 0 points Most recent by richallum February 2019General
• Accumulation Units

  121 views 3 comments 0 points Most recent by arongunningham February 2019Technical stuff
• FE Dynamic Link

  817 views 3 comments 0 points Most recent by benjaminfabi February 2019Paraplanning tips & tricks
• Cost Comparison - Break-even point

  137 views 3 comments 0 points Most recent by ruthiebusybee February 2019General
• Completing the diploma and then looking for a job

  230 views 2 comments 0 points Most recent by TerrierLady February 2019CPD & Exams
• Remote paraplanners wanted

  391 views 1 comment 0 points Most recent by TerrierLady February 2019Outsourced & freelance paraplanners
• Periodic charges

  74 views 3 comments 0 points Most recent by Yonkers420 February 2019Technical stuff
• Advice Front

  111 views 0 comments 0 points Started by arongunningham February 2019 Technology & IT
• FE Bulk Code Importer

  405 views 13 comments 0 points Most recent by benjaminfabi February 2019Paraplanning tips & tricks