The Big Tent

• Asset Allocation at annual review

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• STEP exams

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• Final Salary AA Tax Charge

  91 views 4 comments 0 points Most recent by Pedro October 2018Technical stuff
• EX-ANTE COST CALCULATOR FE

  267 views 4 comments 0 points Most recent by Nathan October 2018Paraplanning tips & tricks
• Full fund withdrawal tax free due to terminal illness

  161 views 5 comments 0 points Most recent by richardgough October 2018Products & providers
• Cashcalc thoughts please

  704 views 9 comments 0 points Most recent by MothiusManius September 2018Technology & IT
• Which pension switching tool?

  252 views 3 comments 0 points Most recent by MothiusManius September 2018Technology & IT
• ISA Transfer Suitability Letter

  593 views 4 comments 0 points Most recent by Gustavo_Fring September 2018Technical stuff
• Peer to Peer - any good "training" sources?

  109 views 2 comments 0 points Most recent by Suse1969 September 2018Products & providers
• AF5 Past Papers

  1.6K views 18 comments 0 points Most recent by J_Manning September 2018CPD & Exams
• State pension forecasts

  93 views 1 comment 0 points Most recent by Verus September 2018Technical stuff
• 4 Page Reports

  417 views 10 comments 0 points Most recent by Clare_Weight September 2018Paraplanning tips & tricks
• Enhanced Lifetime Allowance (international)

  283 views 3 comments 0 points Most recent by Clare_Weight September 2018Technical stuff
• Dynamic Planner - Asset Allocation Update

  132 views 2 comments 0 points Most recent by arongunningham September 2018Products & providers
• Document Generation

  136 views 0 comments 0 points Started by BillSmith September 2018 Technology & IT
• J09

  809 views 4 comments 0 points Most recent by Alexandra September 2018CPD & Exams
• Question for PP managers - maintaining report quality

  374 views 8 comments 0 points Most recent by Pedro September 2018Team leaders & managers
• J05/AF7 study strategies

  511 views 3 comments 0 points Most recent by Clare_Weight September 2018CPD & Exams
• Template GDPR contract for a para planner

  131 views 0 comments 0 points Started by AA_Consulting September 2018 General
• Shoe Horning

  208 views 2 comments 0 points Most recent by parawhat September 2018Technical stuff
• Is a conversion of share class subject to CGT?

  1.3K views 5 comments 0 points Most recent by parawhat September 2018Technical stuff
• Hornbuckle Mitchell

  182 views 2 comments 0 points Most recent by Suse1969 September 2018Products & providers
• APTA for DB Transfers

  373 views 9 comments 0 points Most recent by jenny.ryan September 2018Technical stuff
• FA2 - Study Buddy/Support

  121 views 0 comments 0 points Started by Clairebear512 September 2018 CPD & Exams
• R02 S.O.S.

  623 views 7 comments 0 points Most recent by Clairebear512 September 2018CPD & Exams
• The quickest way to get Level 6 QUALIFIED!

  1.4K views 9 comments 0 points Most recent by Yonkers420 September 2018CPD & Exams
• Euro Investing

  57 views 0 comments 0 points Started by richardgough September 2018 Products & providers
• Opportunity to learn more about Impact Investing

  98 views 0 comments 0 points Started by DanAtkinsonUK September 2018 General
• Periodic Assessment of Suitability

  1K views 4 comments 0 points Most recent by luisamato September 2018General
• PCLS Suitability Reports

  877 views 12 comments 0 points Most recent by benjaminfabi September 2018General