The Big Tent

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• Alternative wording - "Illustrative Annuity Purchase Date"

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• Who should Fact find - the adviser, the paraplanner, or a combination?

  438 views 4 comments 0 points Most recent by Clare_Weight July 2018General
• R02/R03

  300 views 0 comments 0 points Started by jsaw90 July 2018 CPD & Exams
• Pension Review Report

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• Crystal Clear mark

  158 views 1 comment 0 points Most recent by arongunningham July 2018General
• Howwow online: Building & running a paraplanning team - 25 July 2018

  133 views 0 comments 0 points Started by Admin July 2018 Our news
• Powwow North of the Border - 24 July 2018, 3pm

  94 views 0 comments 0 points Started by Admin July 2018 Our news
• R06 July - Feedback and Discussion

  995 views 6 comments 0 points Most recent by andrew88 July 2018CPD & Exams
• Ethical Funds

  338 views 11 comments 0 points Most recent by DanAtkinsonUK July 2018Products & providers
• Mifid II Updates on progress

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• New FE Analytics RIY calculator

  414 views 10 comments 0 points Most recent by richallum July 2018Technology & IT
• Pension Switch Due Diligence & Software

  172 views 1 comment 0 points Most recent by Gustavo_Fring July 2018Technology & IT
• Report writing Howwow

  172 views 4 comments 0 points Most recent by richallum July 2018Our news
• Independent vs Restricted Advantages & Disadvantages

  218 views 2 comments 0 points Most recent by Newbie July 2018CPD & Exams
• Moving from an Advisory to Discretionary investment proposition

  200 views 12 comments 0 points Most recent by Gustavo_Fring July 2018General
• Group DIS with no minimum criteria

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• Family Investment Company Follow up

  187 views 1 comment 0 points Most recent by Colinstewart76 July 2018Technical stuff
• AF7 training

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• CPI and Lifetime Allowance

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• New TVC

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• Scientific Calculator and Calculations for R02 exam

  1.8K views 10 comments 0 points Most recent by Clairebear512 July 2018CPD & Exams
• Deferred Annuities

  102 views 0 comments 0 points Started by Jona July 2018 Products & providers
• Looking to join CII

  450 views 10 comments 0 points Most recent by Andy_Schleider June 2018CPD & Exams
• Mock similarity to actual exams

  205 views 1 comment 0 points Most recent by stacey_smith June 2018CPD & Exams
• Life cover: Non UK Resident and US Dollar...

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• Paraplanner 121 or Pool?

  441 views 3 comments 0 points Most recent by Jona June 2018Paraplanning tips & tricks
• AF8

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• CGT position for additional permitted subscriptions (ISA)

  127 views 2 comments 0 points Most recent by arongunningham June 2018Technical stuff
• Suspended Investments & FSCS

  115 views 4 comments 0 points Most recent by Calvert76 June 2018Technical stuff