You are here: Forum > ADVISER FORUM > IFA Forum
Create New Topic

IFA Forum

Topics

Minimum Retirement Age of 57 to come in in 2028

Minimum Retirement Age of 57 to come in in 2028

by

20 replies
261 views
4 likes
Last User to Post in this topic Anonymous
12 Feb 2021

Old renewal commission pre RDR

Old renewal commission pre RDR

by

9 replies
180 views
2 likes
Last User to Post in this topic Anonymous
12 Feb 2021

Gifting Property Title

Gifting Property Title

by

8 replies
163 views
1 likes
Last User to Post in this topic Anonymous
30 Jan 2021

Deceased Clients Files

Deceased Clients Files

by

11 replies
239 views
0 likes
Last User to Post in this topic Anonymous
25 Jan 2021

Taking on a client bank

Taking on a client bank

by

6 replies
220 views
0 likes
Last User to Post in this topic Anonymous
25 Jan 2021

SIPP advice - Where to put £20k?

SIPP advice - Where to put £20k?

by

15 replies
278 views
1 likes
Last User to Post in this topic Anonymous
25 Jan 2021

Which will be the next Investment type firm to go bust?

Which will be the next Investment type firm to go bust?

by

0 replies
122 views
0 likes
Last User to Post in this topic Anonymous
21 Dec 2020

Crypto

Crypto

by

1 replies
80 views
0 likes
Last User to Post in this topic Anonymous
20 Dec 2020

Synaptic

Synaptic

by Anonymous

2 replies
71 views
0 likes
Last User to Post in this topic Anonymous
27 Aug 2020

What 5 things made you the most success?

What 5 things made you the most success?

by

20 replies
954 views
2 likes
Last User to Post in this topic Anonymous
17 Aug 2020

SL & Pru & Transact Agency for sale

SL & Pru & Transact Agency for sale

by

4 replies
170 views
0 likes
Last User to Post in this topic Anonymous
8 Jul 2020

Bounce Back Loans, CBILS, SEISS etc

Bounce Back Loans, CBILS, SEISS etc

by

6 replies
213 views
0 likes
Last User to Post in this topic Anonymous
19 Jun 2020

Cashing in pension(s) in 30s...

Cashing in pension(s) in 30s...

by

9 replies
261 views
0 likes
Last User to Post in this topic Anonymous
17 Apr 2020

Fees for advising on DB pension transfer

Fees for advising on DB pension transfer

by

5 replies
291 views
0 likes
Last User to Post in this topic Anonymous
4 Oct 2019

What is FCA type of a IFA firm

What is FCA type of a IFA firm

by

3 replies
150 views
0 likes
Last User to Post in this topic Anonymous
20 Sep 2019

Do we drop Mortgages?

Do we drop Mortgages?

by Anonymous

29 replies
619 views
0 likes
Last User to Post in this topic Anonymous
19 Aug 2019

PI Cover for a single large case

PI Cover for a single large case

by

8 replies
231 views
0 likes
Last User to Post in this topic Anonymous
22 Jul 2019

JP Morgan

JP Morgan

by

3 replies
201 views
0 likes
Last User to Post in this topic Anonymous
15 Apr 2019

Divorce pension sharing order - fees

Divorce pension sharing order - fees

by Anonymous

3 replies
88 views
0 likes
Last User to Post in this topic Anonymous
11 Apr 2019

Partnership or LTD?

Partnership or LTD?

by

9 replies
194 views
0 likes
Last User to Post in this topic Anonymous
21 Feb 2019

FSCS has paid client's pension miss-selling claim money direct to their bank account!

FSCS has paid client's pension miss-selling claim money direct to their bank account!

by

4 replies
359 views
0 likes
Last User to Post in this topic Anonymous
20 Feb 2019

Pension House - Pension Leads

Pension House - Pension Leads

by

0 replies
97 views
0 likes
Last User to Post in this topic Anonymous
6 Feb 2019

Pension Transfer Client

Pension Transfer Client

by

16 replies
216 views
0 likes
Last User to Post in this topic Anonymous
11 Jan 2019

PI Insurance - pension transfers

PI Insurance - pension transfers

by

5 replies
186 views
0 likes
Last User to Post in this topic Anonymous
11 Jan 2019

Mortgage broker to IFA.

Mortgage broker to IFA.

by Anonymous

42 replies
1,504 views
0 likes
Last User to Post in this topic Anonymous
24 Sep 2018

CII diploma

CII diploma

by

11 replies
194 views
0 likes
Last User to Post in this topic Anonymous
20 Sep 2018

how long to get CAS ?

how long to get CAS ?

by

3 replies
183 views
0 likes
Last User to Post in this topic Anonymous
21 May 2018

Need to be qualified for authorisation? SJP ‘partner’ is without..

Need to be qualified for authorisation? SJP ‘partner’ is without..

by

3 replies
317 views
0 likes
Last User to Post in this topic Anonymous
14 May 2018

Compliance support recommendations

Compliance support recommendations

by

10 replies
230 views
0 likes
Last User to Post in this topic Anonymous
14 Apr 2018

Another adviser asking for client files

Another adviser asking for client files

by

24 replies
657 views
0 likes
Last User to Post in this topic Anonymous
10 Apr 2018

Dipfa and cemap past pacers 2017 Scotland (cemap)

Dipfa and cemap past pacers 2017 Scotland (cemap)

by Anonymous

0 replies
78 views
0 likes
Last User to Post in this topic Anonymous
19 Feb 2018

Platforms increasing clients charges after going directly regulated - your thoughts?

Platforms increasing clients charges after going directly regulated - your thoughts?

by

3 replies
142 views
0 likes
Last User to Post in this topic Anonymous
19 Feb 2018

Clawback of adviser fee

Clawback of adviser fee

by Anonymous

8 replies
704 views
0 likes
Last User to Post in this topic Anonymous
7 Feb 2018

Unbiased lead competition?

Unbiased lead competition?

by

5 replies
275 views
0 likes
Last User to Post in this topic Anonymous
25 Jan 2018

Going Chartered - worth the time and money?

Going Chartered - worth the time and money?

by Anonymous

7 replies
348 views
0 likes
Last User to Post in this topic Anonymous
24 Jan 2018

Tideway Final Salary Transfers

Tideway Final Salary Transfers

by

4 replies
170 views
0 likes
Last User to Post in this topic Anonymous
23 Jan 2018

MifidII Compliance - How do you get the accurate figures form the providers ?

MifidII Compliance - How do you get the accurate figures form the providers ?

by

1 replies
143 views
0 likes
Last User to Post in this topic Anonymous
8 Jan 2018

Pension withdrawals impacting state benefits

Pension withdrawals impacting state benefits

by Anonymous

3 replies
204 views
0 likes
Last User to Post in this topic Anonymous
22 Dec 2017

My son took his own life

My son took his own life

by

16 replies
352 views
0 likes
Last User to Post in this topic Anonymous
20 Dec 2017

Mortgage Adviser to IFA

Mortgage Adviser to IFA

by

2 replies
158 views
0 likes
Last User to Post in this topic Anonymous
20 Dec 2017