The Big Tent

• Bonds, Lives Assured & Insurable Interest

  210 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• DFMs and VAT

  244 views 1 comment 0 points Most recent by TomLloyd_Read January 2024Technical stuff
• BTS Study Guide vs CII Textbook

  338 views 1 comment 0 points Most recent by LuizaBTS January 2024CPD & Exams
• New lifetime allowance technical notes from Prudential / M&G

  149 views 0 comments 0 points Started by richallum January 2024 Technical stuff
• AF Exams 2023 - Simultaneous AF study

  733 views 11 comments 0 points Most recent by PeterM December 2023CPD & Exams
• Pension Contributions Over 75

  163 views 1 comment 0 points Most recent by les_cameron December 2023Technical stuff
• NEW LTA Rules

  333 views 16 comments 0 points Most recent by les_cameron December 2023Technical stuff
• L&G Fixed Term Retirement Plan - LTA query

  156 views 1 comment 0 points Most recent by les_cameron December 2023Technical stuff
• Cash Management Services/Platforms

  383 views 10 comments 0 points Most recent by MothiusManius December 2023Products & providers
• Trustee Bank Account?

  162 views 2 comments 0 points Most recent by SA96 December 2023Products & providers
• Investments for B-Corp company

  124 views 3 comments 0 points Most recent by TimMatthias December 2023General
• PEP and Sanctions Checks for new clients

  84 views 1 comment 0 points Most recent by Steven_McBurnie November 2023Technical stuff
• Bond Owner different to Life Assured Considerations

  260 views 1 comment 0 points Most recent by les_cameron November 2023Technical stuff
• Offshore 'Pensions'

  88 views 1 comment 0 points Most recent by richallum November 2023Technical stuff
• Offshore bond withdrawal strategy

  164 views 4 comments 0 points Most recent by amarshall November 2023Technical stuff
• DFM proposes using a professional fund for a retail client - issues and thoughts?

  65 views 0 comments 0 points Started by Benc4032 November 2023 Technical stuff
• AF4 revision course

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

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

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

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

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

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

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

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

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

  191 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

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

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

  708 views 10 comments 0 points Most recent by richallum October 2023General