The Big Tent

• AF4

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  1.6K views 14 comments 0 points Most recent by Nathan February 2019General
• Discretionary trust taxation - onshore bond

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

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

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

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

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

  3.1K views 5 comments 0 points Most recent by heidisparkes1992 February 2019CPD & Exams
• January's Powwow Post Round-up

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

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

  113 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