The Big Tent

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• Ethical Funds

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• Mifid II Updates on progress

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• New FE Analytics RIY calculator

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• Pension Switch Due Diligence & Software

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• Report writing Howwow

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• Independent vs Restricted Advantages & Disadvantages

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• Moving from an Advisory to Discretionary investment proposition

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• Family Investment Company Follow up

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• AF7 training

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• New TVC

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• Scientific Calculator and Calculations for R02 exam

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• Deferred Annuities

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• Looking to join CII

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• Mock similarity to actual exams

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• Life cover: Non UK Resident and US Dollar...

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• Paraplanner 121 or Pool?

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• AF8

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• CGT position for additional permitted subscriptions (ISA)

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• Suspended Investments & FSCS

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• Service Level Agreements

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• Ro1 study

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• SIPP Property purchase sense check

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