GolfPutt21

Discussions

• Tax free cash + Pension contributions

  144 views 18 comments 0 points Most recent by amarshall October 27Technical stuff
• Providing advice for insistent client

  113 views 4 comments 0 points Most recent by GolfPutt21 September 22General
• Employer contributions / Annual allowance

  95 views 2 comments 0 points Most recent by benjaminfabi August 6Technical stuff
• Withdrawing pension money as a POA to gift to son

  101 views 2 comments 0 points Most recent by les_cameron April 16Technical stuff
• Partial Annuity - MPAA

  97 views 2 comments 0 points Most recent by les_cameron March 27Technical stuff
• Taking out a partial annuity

  79 views 1 comment 0 points Most recent by les_cameron February 27Technical stuff
• Joint whole of life on second death

  170 views 4 comments 0 points Most recent by GolfPutt21 December 2024Technical stuff
• Lasting Power of Attorney investment decisions

  307 views 14 comments 0 points Most recent by GolfPutt21 September 2024Technical stuff
• Will Trust - Moving into care home

  212 views 6 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Relevant earnings for Pension contributions

  153 views 1 comment 0 points Most recent by les_cameron March 2024Technical stuff
• Trainee Advisor

  274 views 1 comment 0 points Most recent by DaleLucas March 2023CPD & Exams
• Trainee Advisor

  90 views 0 comments 0 points Started by GolfPutt21 March 2023 Job Board
• Ad hoc adviser charge not from product

  140 views 3 comments 0 points Most recent by GolfPutt21 January 2023Technical stuff
• Fixed Protection 2016 - excess

  74 views 2 comments 0 points Most recent by TimMatthias December 2022Technical stuff
• CII Data breach

  221 views 2 comments 0 points Most recent by Andy_Schleider October 2022CPD & Exams
• R06 exam

  2.3K views 36 comments 0 points Most recent by CR7 January 2023CPD & Exams
• R04 mock exam papers

  234 views 1 comment 0 points Most recent by Admin June 2022CPD & Exams
• R04 Please HELP!!!

  524 views 3 comments 0 points Most recent by LuizaBTS May 2022CPD & Exams
• Rental income tax

  125 views 3 comments 0 points Most recent by benjaminfabi March 2022Technical stuff