The Big Tent

• AF4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  428 views 13 comments 0 points Most recent by benjaminfabi February 2019Paraplanning tips & tricks
• Phasing investments

  440 views 7 comments 0 points Most recent by amarshall February 2019Technical stuff
• Contact Details for Adviser Asset

  276 views 2 comments 0 points Most recent by Nathan February 2019Technology & IT
• Infrastructure Funds

  91 views 3 comments 0 points Most recent by Nathan February 2019Technical stuff
• "Top-Up" Investments

  1.5K views 14 comments 0 points Most recent by Nathan February 2019General
• Discretionary trust taxation - onshore bond

  150 views 5 comments 0 points Most recent by barrett500 February 2019Technical stuff
• J05 help please

  239 views 3 comments 0 points Most recent by TerrierLady February 2019CPD & Exams
• New/Hoping to be/Struggling IFA

  401 views 4 comments 0 points Most recent by JStyle February 2019General
• DB PIP CPI

  156 views 1 comment 0 points Most recent by arongunningham February 2019Technical stuff
• Ethical/ESG/SRI/Impact Investing

  142 views 3 comments 0 points Most recent by DanAtkinsonUK February 2019Technical stuff
• Has anyone found R02 Exams hard?

  3K views 5 comments 0 points Most recent by heidisparkes1992 February 2019CPD & Exams
• January's Powwow Post Round-up

  65 views 0 comments 0 points Started by Admin February 2019 Our news
• Book suggestions

  378 views 6 comments 0 points Most recent by Navigator February 2019General
• PROD

  110 views 1 comment 0 points Most recent by benjaminfabi February 2019Technical stuff
• MiFID II & Pension

  1.2K views 7 comments 0 points Most recent by Mattclegg February 2019General