Steven_McBurnie
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Hi Bryce, @BryceClark22 said: Do I add gross contributions to each band? or just the 'Scottish Basic Rate' & 'Higher Rate' ? You only add the gross amount of any pension contribution to the Scottish basic rate band to take into …
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@Jumanji said: Will those 30 count towards the 120 advanced credits needed? Yes - "30 Non-Unit specific credits at Advanced Diploma level in Financial Services" https://www.ciigroup.org/en/learning/accreditation/recognition-of-prior-le…
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Guidance from our external compliance firm is the HM Treasury - UK Consolidated Financial Sanctions List should be checked against new clients before providing services and transactions and against your existing clients when any updates to the sanct…
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I've used Stocktrade before and think they might be your best option for this case. From a quick Google check Canaccord Genuity Wealth Limited offer 'Execution-only stockbroking' with a £400 min fee which might be worthwhile looking at. https:…
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@JH0201 said: I know that after the 4 level 6 exams i will be short 15 credits so may have to take a level 3 exam to add to my credits. Could also look at SCQF Level 9 Practical Investment Planning as this provides 15 Advanced Diploma Non…
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IMO you would be best completing the Regulated Diploma as it's more recognised. Can then move onto J09 later.
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Depending on how much experience you have it may be worth looking into the Level 7 Certified Financial Planner (CFP) route with The CISI. https://www.cisi.org/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning …
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Have you looked at the lang cat Tim? https://www.platform-analyser.com/features/
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Portfolio Comparison Report There's a guide on their YouTube channel Steven
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Have you looked at atsipp or Barnett Waddingham?
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Pru have a good worked example:- https://mandg.com/pru/adviser/en-gb/insights-events/insights-library/bond-segment-surrender Also find Quilter Chargeable gains calculator helpful:- https://platform.quilter.com/support-and-help/tools/chargeable-ga…
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Personally I'd recommend getting the Investment, Risk & Taxation exam out the way first. If you have R02 & R03 with CII you can apply for an exemption for this Unit. https://cisi.org/cisiweb2/cisi-website/study-with-us/financial-planni…
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Believe it depends on the provider however this is a good summary from Aegon:- https://www.aegon.co.uk/support/faq/pension-technical/Refunding-excess-personal-contributions.html
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Defaqto Engage https://www.defaqto.com/advisers/Engage/how-it-works/investment-research/
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https://citywire.co.uk/new-model-adviser/news/gov-t-scraps-age-55-pension-switch-window-to-stop-rogue-advisers/a1577482
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Hi Dan, it's been a while since I used it but I would recommend you request a demo of Virtual Cabinet. https://www.virtualcabinet.com/
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Sorry to hear that Kate however at least you'll be able to claim tax relief, please see the HMRC website. I believe you're able to claim for up to 5 tax years.
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Has anyone used the Expert Pensions CPD Masterclasses?
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I record my CPD with the CISI and like the Professional Refresher modules which are included with your membership CII & LIBF also offer online Structured CPD however these are at additional cost.