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NEW LTA Rules
321
views
16
comments
0
points
Most recent by
les_cameron
December 2023
Technical stuff
L&G Fixed Term Retirement Plan - LTA query
137
views
1
comment
0
points
Most recent by
les_cameron
December 2023
Technical stuff
Cash Management Services/Platforms
323
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9
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0
points
Most recent by
MothiusManius
December 2023
Products & providers
Trustee Bank Account?
142
views
2
comments
0
points
Most recent by
SA96
December 2023
Products & providers
Investments for B-Corp company
110
views
3
comments
0
points
Most recent by
TimMatthias
December 2023
General
PEP and Sanctions Checks for new clients
79
views
1
comment
0
points
Most recent by
Steven_McBurnie
November 2023
Technical stuff
Bond Owner different to Life Assured Considerations
131
views
1
comment
0
points
Most recent by
les_cameron
November 2023
Technical stuff
Offshore 'Pensions'
82
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1
comment
0
points
Most recent by
richallum
November 2023
Technical stuff
Offshore bond withdrawal strategy
134
views
4
comments
0
points
Most recent by
amarshall
November 2023
Technical stuff
DFM proposes using a professional fund for a retail client - issues and thoughts?
56
views
0
comments
0
points
Started by
Benc4032
November 2023
Technical stuff
AF4 revision course
166
views
3
comments
0
points
Most recent by
StephenS1990
November 2023
CPD & Exams
AF5 - February 2024
130
views
1
comment
0
points
Most recent by
leroyle
November 2023
CPD & Exams
CFA Certificate in ESG Investing
132
views
2
comments
0
points
Most recent by
leroyle
November 2023
CPD & Exams
Scheme-specific Tax Free Cash Entitlement
87
views
2
comments
0
points
Most recent by
Paulrobo10
November 2023
Technical stuff
AF5 Results
144
views
1
comment
0
points
Most recent by
AnnBrand
November 2023
CPD & Exams
Best Cashflow
528
views
6
comments
0
points
Most recent by
AK23
October 2023
Technology & IT
How often to issue RPQ
145
views
3
comments
0
points
Most recent by
benjaminfabi
October 2023
General
Brand FT or Wizard Learning?
351
views
6
comments
0
points
Most recent by
SimonT
October 2023
CPD & Exams
Scheme Specific PCLS - brain hurting
135
views
5
comments
0
points
Most recent by
benjaminfabi
October 2023
Technical stuff
Will beneficiary FAD be taxed as income or not?
158
views
2
comments
0
points
Most recent by
benjaminfabi
October 2023
Technical stuff
Discount Code
151
views
0
comments
0
points
Started by
Asturgess
October 2023
CPD & Exams
Innovative (or not) product ideas that don't exist
158
views
2
comments
0
points
Most recent by
Wildparaplanner
October 2023
General
JO9 - any advice?
2.8K
views
13
comments
0
points
Most recent by
amylf3
October 2023
CPD & Exams
J09 - Document for adviser
184
views
1
comment
0
points
Most recent by
amylf3
October 2023
CPD & Exams
Financial planning - exams and career with ADHD etc.
639
views
10
comments
0
points
Most recent by
richallum
October 2023
General
AF8 assignments - how long for results?
356
views
5
comments
0
points
Most recent by
Democrat1_
October 2023
CPD & Exams
Life cover shortfall calculators
134
views
1
comment
0
points
Most recent by
Gustavo_Fring
October 2023
Paraplanning tips & tricks
Some questions from someone interested in transitioning to a Paraplanner
181
views
1
comment
0
points
Most recent by
PippaO
September 2023
General
Getting Started
200
views
0
comments
0
points
Started by
ResearchRoute
September 2023
Outsourced & freelance paraplanners
Pru TIP
103
views
2
comments
0
points
Most recent by
les_cameron
September 2023
Products & providers
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