The Big Tent

• AF4 revision course

  245 views 3 comments 0 points Most recent by StephenS1990 November 2023CPD & Exams
• AF5 - February 2024

  163 views 1 comment 0 points Most recent by leroyle November 2023CPD & Exams
• CFA Certificate in ESG Investing

  144 views 2 comments 0 points Most recent by leroyle November 2023CPD & Exams
• Scheme-specific Tax Free Cash Entitlement

  102 views 2 comments 0 points Most recent by Paulrobo10 November 2023Technical stuff
• AF5 Results

  165 views 1 comment 0 points Most recent by AnnBrand November 2023CPD & Exams
• Best Cashflow

  849 views 6 comments 0 points Most recent by AK23 October 2023Technology & IT
• How often to issue RPQ

  163 views 3 comments 0 points Most recent by benjaminfabi October 2023General
• Brand FT or Wizard Learning?

  583 views 6 comments 0 points Most recent by SimonT October 2023CPD & Exams
• Scheme Specific PCLS - brain hurting

  143 views 5 comments 0 points Most recent by benjaminfabi October 2023Technical stuff
• Will beneficiary FAD be taxed as income or not?

  188 views 2 comments 0 points Most recent by benjaminfabi October 2023Technical stuff
• Discount Code

  167 views 0 comments 0 points Started by Asturgess October 2023 CPD & Exams
• Innovative (or not) product ideas that don't exist

  187 views 2 comments 0 points Most recent by Wildparaplanner October 2023General
• J09 - Document for adviser

  200 views 1 comment 0 points Most recent by amylf3 October 2023CPD & Exams
• Financial planning - exams and career with ADHD etc.

  703 views 10 comments 0 points Most recent by richallum October 2023General
• AF8 assignments - how long for results?

  567 views 5 comments 0 points Most recent by Democrat1_ October 2023CPD & Exams
• Life cover shortfall calculators

  167 views 1 comment 0 points Most recent by Gustavo_Fring October 2023Paraplanning tips & tricks
• Some questions from someone interested in transitioning to a Paraplanner

  381 views 1 comment 0 points Most recent by PippaO September 2023General
• Getting Started

  270 views 0 comments 0 points Started by ResearchRoute September 2023 Outsourced & freelance paraplanners
• Pru TIP

  127 views 2 comments 0 points Most recent by les_cameron September 2023Products & providers
• when is a pension transfer effected

  105 views 1 comment 0 points Most recent by richardgough September 2023Technical stuff
• US 401K plans

  128 views 3 comments 0 points Most recent by amarshall September 2023Technical stuff
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  125 views 4 comments 0 points Most recent by les_cameron September 2023Technical stuff
• LTA / Small Pots & max PCLS

  151 views 7 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Bond Surrenders and Spousal Exemptions

  138 views 3 comments 0 points Most recent by les_cameron September 2023Technical stuff
• AI/ChatGPT right now

  268 views 3 comments 0 points Most recent by PeterM September 2023General
• Which banks do platforms use

  95 views 1 comment 0 points Most recent by richallum September 2023Products & providers
• State Benefits

  450 views 5 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Mandating income

  65 views 0 comments 0 points Started by richallum September 2023 Products & providers
• Smoothed Return options

  138 views 2 comments 0 points Most recent by TimMatthias September 2023Technical stuff
• CISI Level 6 Past Papers

  319 views 2 comments 0 points Most recent by HR246 August 2023CPD & Exams