IFA Forum

Topics

Canada Life and The Retirement Account Canada Life and The Retirement Account by	7 replies 69 views 1 likes	Anonymous Yesterday
PODE Reports PODE Reports by Anonymous 1	2 replies 98 views 0 likes	Anonymous 16 Feb 2026
Scam Email I think Scam Email I think by	3 replies 134 views 0 likes	Anonymous 22 Jan 2026
Pension/investment referrals Pension/investment referrals by	4 replies 167 views 0 likes	Anonymous 14 Nov 2025
Risk questionnaires Risk questionnaires by	3 replies 143 views 1 likes	Anonymous 24 Sep 2025
CRM with Live Valuations CRM with Live Valuations by	3 replies 159 views 1 likes	Anonymous 11 Sep 2025
Help with savings Help with savings by	2 replies 156 views 0 likes	Anonymous 30 Jun 2025
regdata compliance help needed regdata compliance help needed by	5 replies 173 views 0 likes	Anonymous 30 Jun 2025
Trump is scaring people! Trump is scaring people! by Anonymous 1	7 replies 262 views 3 likes	Anonymous 15 May 2025
Consolidators Consolidators by	0 replies 82 views 0 likes	Anonymous 22 Apr 2025
purchased life annuity PLA purchased life annuity PLA by	3 replies 69 views 0 likes	Anonymous 16 Apr 2025
Anyone else notice Annuity Rates up.... again? Anyone else notice Annuity Rates up.... again? by	0 replies 59 views 0 likes	Anonymous 3 Mar 2025
Whole of Life Plans...with an Investment Element - and RDR Whole of Life Plans...with an Investment Element - and RDR by	4 replies 171 views 0 likes	Anonymous 28 Feb 2025
New IFA network suggestions New IFA network suggestions by	18 replies 317 views 6 likes	Anonymous 28 Feb 2025
Agency terminated by major Financial Advice Firm Agency terminated by major Financial Advice Firm by Anonymous 1	4 replies 304 views 1 likes	Anonymous 3 Feb 2025
New IFA - would any retiring IFAs consider a partnership? New IFA - would any retiring IFAs consider a partnership? by Anonymous 1	9 replies 317 views 2 likes	Anonymous 28 Jan 2025
Good News - when things go well! Aviva Good News - when things go well! Aviva by	2 replies 142 views 0 likes	Anonymous 24 Jan 2025
Mortgage Broker to Financial Adviser/Wealth Manager Mortgage Broker to Financial Adviser/Wealth Manager by Anonymous 1	10 replies 412 views 3 likes	Anonymous 23 Sep 2024
Santander Business Account Santander Business Account by	10 replies 176 views 0 likes	Anonymous 3 Sep 2024
purchased life annuities purchased life annuities by	4 replies 83 views 1 likes	Anonymous 20 Aug 2024
Annuity Rates Annuity Rates by	6 replies 123 views 0 likes	Anonymous 25 Jul 2024
ifa fees ifa fees by Anonymous 1	5 replies 267 views 0 likes	Anonymous 16 Jul 2024
Can he do this? Can he do this? by	4 replies 302 views 5 likes	Anonymous 18 Jun 2024
Redundancy & Employer Pension Contribution Redundancy & Employer Pension Contribution by	3 replies 87 views 0 likes	Anonymous 4 Jun 2024
Self Employed documentation in doubt Self Employed documentation in doubt by Anonymous 1	4 replies 175 views 0 likes	Anonymous 29 May 2024
Referral for Overseas Client Referral for Overseas Client by	4 replies 131 views 0 likes	Anonymous 13 May 2024
Long Term Care and Deliberate Asset Deprivation (when it isn't...) Long Term Care and Deliberate Asset Deprivation (when it isn't...) by	11 replies 215 views 0 likes	Anonymous 17 Apr 2024
Sending letter of authority to Prudential Sending letter of authority to Prudential by	2 replies 90 views 1 likes	Anonymous 11 Apr 2024
So who agrees with Mr Harrison from True Potential about this? So who agrees with Mr Harrison from True Potential about this? by Anonymous 1	8 replies 755 views 3 likes	Anonymous 5 Apr 2024
Money Purchase Annual Allowance Money Purchase Annual Allowance by	7 replies 120 views 1 likes	Anonymous 1 Apr 2024
IFA for referral is needed! IFA for referral is needed! by	5 replies 154 views 1 likes	Anonymous 28 Mar 2024
Working from home - your thoughts Working from home - your thoughts by Anonymous 1	18 replies 699 views 9 likes	Anonymous 25 Feb 2024
Does anyone have any Links with an Australian Finacial Planners or Accountants Does anyone have any Links with an Australian Finacial Planners or Accountants by	2 replies 109 views 0 likes	Anonymous 10 Feb 2024
QROPS QROPS by Anonymous 1	9 replies 120 views 1 likes	Anonymous 10 Feb 2024
Who is good for basic market news? Who is good for basic market news? by	4 replies 121 views 0 likes	Anonymous 10 Feb 2024
Phoenix Life - Traditional With Profits Phoenix Life - Traditional With Profits by	9 replies 151 views 0 likes	Anonymous 10 Feb 2024
Advice or Guidance? Advice or Guidance? by	3 replies 216 views 0 likes	Anonymous 5 Jan 2024
Night level market trends Night level market trends by	2 replies 136 views 1 likes	Anonymous 23 Nov 2023
Advice gap widening? Advice gap widening? by	0 replies 126 views 0 likes	Anonymous 8 Nov 2023
Openworks Wealth Proposition Openworks Wealth Proposition by Anonymous 1	9 replies 426 views 0 likes	Anonymous 30 Aug 2023