The Big Tent

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• Offshore Investment Bonds and Brexit

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• Retirement Income Modelling - O&M vs Selectapension vs something else

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• Report Content

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• R02 - Best Study Aids

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• Who pays tax on an IPDI held in trust?

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• Paying the LTA excess charge

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• Offshore Bond Taxation

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• Howwow Online: MIFID II - communicating charges to your clients with the lang cat - 30 January 2019

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

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• Back office software

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• Carry forward

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• Studying techniques

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• O/S paraplanner with Tenet advisers

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• Identifying a client's history of financial ill-discipline - impact on DB transfer cases

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• Adding charges to past performance in Analytics

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• Westerby Trustee Services Limited

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• What KPIs do you use at staff reviews.

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• APTA assumptions for post NRA members

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• Tapered AA idea

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

  216 views 4 comments 0 points Most recent by benjaminfabi January 2019CPD & Exams
• Powwow in the Middle - 16 January 2019

  107 views 1 comment 0 points Most recent by Admin January 2019Our news
• Fund Based Commission

  123 views 1 comment 0 points Most recent by arongunningham January 2019Technical stuff
• Risk & Capacity for loss

  429 views 5 comments 0 points Most recent by Suse1969 January 2019Paraplanning tips & tricks
• Exams AND Coursework at the same time....

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• AF8 - Cashflow tool

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• R04 in 5 Weeks

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• AF8

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