The Big Tent

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• R05

  189 views 0 comments 0 points Started by LJ_Dona September 2016 CPD & Exams
• Fixed Protection 2016

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• National Powwow 2016 is launched

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• Best online tech sites

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• J09

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• Main Res NRB & Trusts

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• Risk Profiling & Asset Allocation

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

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• Funds with currency hedging

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• Cost comparisons for transfers into existing SIPPs

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• AF4

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• 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?

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• CV Help

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

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

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

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

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• Calculating periodic tax charge for WOL in discretionary trust

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• Pension Death Benefits Changes 2017/18?

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

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

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

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

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

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

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

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

  348 views 2 comments 0 points Most recent by Jamie_Barnes July 2016CPD & Exams