The Big Tent

• People who took PCLS before the Budget and returned it using "cancellation rights"

  452 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Canada Life pension transfer to the UK

  115 views 2 comments 0 points Most recent by les_cameron December 2024Technical stuff
• AF8 Assignment 3

  1.2K views 7 comments 0 points Most recent by MaggieT December 2024CPD & Exams
• Joint whole of life on second death

  190 views 4 comments 0 points Most recent by GolfPutt21 December 2024Technical stuff
• Cash ISAs for children - parental settlement?

  98 views 2 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• CGT - pre & post budget

  158 views 4 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• M&G wrapper comparison tool

  128 views 2 comments 0 points Most recent by smith November 2024Technical stuff
• Scheme Specific TFC and the new Lump Sum Allowance

  364 views 9 comments 0 points Most recent by les_cameron November 2024Technical stuff
• JO9 - any advice?

  3.7K views 14 comments 0 points Most recent by Manall_hb November 2024CPD & Exams
• Two AF exams in same session?

  207 views 3 comments 0 points Most recent by benjaminfabi November 2024CPD & Exams
• Budget October 2024 - Pensions and IHT

  291 views 6 comments 0 points Most recent by les_cameron November 2024Technical stuff
• Research Tools - Questionnaire for providers

  96 views 0 comments 0 points Started by LKJ23 November 2024 Technology & IT
• AF8 - Cashflow

  230 views 3 comments 0 points Most recent by RachelHalton November 2024CPD & Exams
• FE Analytics Exam

  199 views 2 comments 0 points Most recent by Nath November 2024CPD & Exams
• Agent as Client for DIMs and changing DIMs

  169 views 5 comments 0 points Most recent by benjaminfabi October 2024General
• AdviserCloud

  73 views 0 comments 0 points Started by Kitkil October 2024 General
• SIPPs for non-uk residents

  81 views 1 comment 0 points Most recent by SA96 October 2024Technical stuff
• Reporting requirements for LSA & LSDBA

  108 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Consideration of the clients workplace pension

  184 views 3 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Seccl - I'm interested in your views!

  92 views 0 comments 0 points Started by SarahComptonHall October 2024 Technology & IT
• Client servicing level / segmentation

  86 views 0 comments 0 points Started by Jona October 2024 General
• Outsource Paraplanner Firm Seeking Clients

  254 views 0 comments 0 points Started by Otsrce_Paraplanner October 2024 Outsourced & freelance paraplanners
• Disproportionate bond gains

  265 views 6 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Freelance Paraplanner Seeking Clients

  222 views 0 comments 0 points Started by CParker October 2024 Outsourced & freelance paraplanners
• Settlor's spouse/civil partner as beneficiary

  111 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• CII R0 exam learning materials

  285 views 4 comments 0 points Most recent by OlGan October 2024CPD & Exams
• Bondcalc - Updated

  108 views 0 comments 0 points Started by sentinel555 October 2024 Technology & IT
• Outsourced Paraplanning Charges

  572 views 4 comments 0 points Most recent by benjaminfabi October 2024Outsourced & freelance paraplanners
• Labour Changes and Clients wishing to Take PCLS

  514 views 17 comments 0 points Most recent by benjaminfabi September 2024General
• Freelance Paraplanning Work Opportunities

  264 views 0 comments 0 points Started by Tory September 2024 Outsourced & freelance paraplanners