The Big Tent

• Risk Profiling & Asset Allocation

  189 views 1 comment 0 points Most recent by Jona September 2016Technology & IT
• Morningstar or FE?

  1.3K views 4 comments 0 points Most recent by amarshall September 2016Technology & IT
• Funds with currency hedging

  185 views 3 comments 0 points Most recent by richardgough September 2016Technical stuff
• Cost comparisons for transfers into existing SIPPs

  209 views 6 comments 0 points Most recent by richardgough September 2016Technical stuff
• AF4

  2.8K views 11 comments 0 points Most recent by Suse1969 September 2016CPD & Exams
• Moved: Paraplanner Event - Manchester City Centre 27th October 2016

  Closed 1 view 0 comments 0 points Started by Claire Goodwin September 2016 General
• Which exam to start with?

  668 views 9 comments 0 points Most recent by benjaminfabi August 2016CPD & Exams
• CV Help

  797 views 5 comments 0 points Most recent by benjaminfabi August 2016Paraplanning tips & tricks
• R02 Bond pricing query

  153 views 2 comments 0 points Most recent by benjaminfabi August 2016Technical stuff
• Paraplanner/Investment Admin opportunity in the South West

  148 views 0 comments 0 points Started by JamesM August 2016 General
• BPR Investments for Companies

  118 views 0 comments 0 points Started by PeterM August 2016 Technical stuff
• Bare Trust

  156 views 2 comments 0 points Most recent by Carlyd August 2016Technical stuff
• Calculating periodic tax charge for WOL in discretionary trust

  184 views 2 comments 0 points Most recent by elmacdon August 2016Technical stuff
• Pension Death Benefits Changes 2017/18?

  470 views 6 comments 0 points Most recent by richardgough August 2016Technical stuff
• Career Opportunity at EQ Investors

  187 views 0 comments 0 points Started by VictoriaG August 2016 General
• PET when setting up a joint bond.

  141 views 2 comments 0 points Most recent by frances-ford August 2016Technical stuff
• R05 - Financial Protection

  553 views 2 comments 0 points Most recent by benjaminfabi August 2016CPD & Exams
• The Patterson Group

  227 views 0 comments 0 points Started by amarshall August 2016 CPD & Exams
• SSAS Loanback Security

  239 views 5 comments 0 points Most recent by Colinstewart76 July 2016Technical stuff
• Want to help CISI shape the future of paraplanning?

  113 views 0 comments 0 points Started by richallum July 2016 General
• Adviser to Paraplanner and Admin ratios

  587 views 5 comments 0 points Most recent by BecciJ July 2016General
• AF3 Exam

  344 views 2 comments 0 points Most recent by Jamie_Barnes July 2016CPD & Exams
• Back Office Systems/CRMs

  275 views 1 comment 0 points Most recent by Suse1969 July 2016Technology & IT
• UK Property Funds Since Brexit

  256 views 5 comments 0 points Most recent by Ralfos July 2016Products & providers
• Cash Rates

  115 views 0 comments 0 points Started by PeterM July 2016 Products & providers
• Excel power tips!

  858 views 16 comments 0 points Most recent by Claire Goodwin July 2016Technology & IT
• Power of Attorney and DFM

  171 views 0 comments 0 points Started by VictoriaG July 2016 Technical stuff
• Mid tax year Salary Sacrifice

  228 views 4 comments 0 points Most recent by JoCHague July 2016Technical stuff
• 401(k)'s in the UK

  129 views 0 comments 0 points Started by JoCHague July 2016 Technical stuff
• ROPS Repatriation

  181 views 2 comments 0 points Most recent by Ralfos July 2016Products & providers