The Big Tent

• Competent advisor for RO exams

  200 views 1 comment 0 points Most recent by kpin February 2019CPD & Exams
• Inherited pension

  177 views 7 comments 0 points Most recent by arongunningham February 2019Technical stuff
• langcat MiFID2 research

  661 views 20 comments 0 points Most recent by richallum January 2019General
• Loan Trust for GIA

  351 views 10 comments 0 points Most recent by parawhat January 2019Technical stuff
• Three Sixty resources

  189 views 1 comment 0 points Most recent by kpin January 2019CPD & Exams
• R03 Mock Exams

  132 views 0 comments 0 points Started by danp January 2019 CPD & Exams
• Tips for R03

  302 views 1 comment 0 points Most recent by danp January 2019CPD & Exams
• Critical yield for Drawdown

  532 views 3 comments 0 points Most recent by benjaminfabi January 2019Technical stuff
• Outsourcing admin advice

  127 views 3 comments 0 points Most recent by Clare_Weight January 2019General
• CGT Calculator/Optimiser

  371 views 4 comments 0 points Most recent by DanAtkinsonUK January 2019General
• Offshore Investment Bonds and Brexit

  762 views 12 comments 0 points Most recent by DanAtkinsonUK January 2019Technical stuff
• Retirement Income Modelling - O&M vs Selectapension vs something else

  3.1K views 19 comments 0 points Most recent by benjaminfabi January 2019Technology & IT
• Report Content

  226 views 4 comments 0 points Most recent by Jamie_Barnes January 2019General
• R02 - Best Study Aids

  1K views 14 comments 0 points Most recent by Clare_Weight January 2019CPD & Exams
• Back office software

  340 views 7 comments 0 points Most recent by LiamD0529 January 2019Paraplanning tips & tricks
• Who pays tax on an IPDI held in trust?

  576 views 5 comments 0 points Most recent by benjaminfabi January 2019Technical stuff
• Paying the LTA excess charge

  129 views 4 comments 0 points Most recent by arongunningham January 2019Technical stuff
• Offshore Bond Taxation

  93 views 2 comments 0 points Most recent by Rebecca_Tuck January 2019Technical stuff
• Howwow Online: MIFID II - communicating charges to your clients with the lang cat - 30 January 2019

  119 views 0 comments 0 points Started by Admin January 2019 Our news
• House Price Movements

  117 views 4 comments 0 points Most recent by richallum January 2019Technical stuff
• Carry forward

  145 views 4 comments 0 points Most recent by esthomizzy January 2019CPD & Exams
• Studying techniques

  143 views 1 comment 0 points Most recent by Jona January 2019CPD & Exams
• O/S paraplanner with Tenet advisers

  361 views 2 comments 0 points Most recent by angela January 2019Outsourced & freelance paraplanners
• Identifying a client's history of financial ill-discipline - impact on DB transfer cases

  175 views 6 comments 0 points Most recent by Suse1969 January 2019Technical stuff
• Adding charges to past performance in Analytics

  132 views 1 comment 0 points Most recent by Nathan January 2019Paraplanning tips & tricks
• Westerby Trustee Services Limited

  89 views 3 comments 0 points Most recent by arongunningham January 2019Products & providers
• What KPIs do you use at staff reviews.

  604 views 4 comments 0 points Most recent by Jona January 2019Team leaders & managers
• APTA assumptions for post NRA members

  102 views 2 comments 0 points Most recent by richallum January 2019Technical stuff
• Tapered AA idea

  130 views 3 comments 0 points Most recent by Jona January 2019Technical stuff
• Regulated Retail Investment Adviser Re-Evaluation (RAR)

  202 views 4 comments 0 points Most recent by benjaminfabi January 2019CPD & Exams