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Investment Bond Ownership
75
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1
comment
0
points
Most recent by
richardgough
November 2022
Technical stuff
Ongoing Adviser Fees
168
views
0
comments
0
points
Started by
seanhurst
November 2022
General
Factfind???
239
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7
comments
0
points
Most recent by
ParaplannerFP
November 2022
General
R06
157
views
2
comments
0
points
Most recent by
mcshelton
November 2022
CPD & Exams
Mid Life Career Change from professional role to Paraplanning advice please
414
views
6
comments
0
points
Most recent by
Snewton
November 2022
General
RO Exams - Mock Exams Best External Providers
201
views
5
comments
0
points
Most recent by
Jen_Berwick
November 2022
CPD & Exams
Looking for an exciting role in a really inspiring team?
87
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0
comments
0
points
Started by
becca_timmins
November 2022
Administrator's Tent
Looking for an Outsourced Paraplanner
384
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2
comments
0
points
Most recent by
JAMcKay
November 2022
Outsourced & freelance paraplanners
Any users of XPlan? Looking for opinions!
230
views
5
comments
0
points
Most recent by
richardgough
November 2022
General
Risk Profiling and the current bond market
82
views
1
comment
0
points
Most recent by
benjaminfabi
October 2022
Technical stuff
Investment Policy Statement
56
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0
comments
0
points
Started by
ruthiebusybee
October 2022
General
Accessing Pension to act as bridging loan
104
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2
comments
0
points
Most recent by
LWheel2003
October 2022
Technical stuff
CII Data breach
209
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2
comments
0
points
Most recent by
Andy_Schleider
October 2022
CPD & Exams
Bond Surrender Calculations
286
views
7
comments
0
points
Most recent by
les_cameron
October 2022
Technical stuff
Key Person Insurance Quotes
54
views
1
comment
0
points
Most recent by
SW1990
October 2022
Products & providers
Onshore bonds & means-tested benefits
405
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5
comments
0
points
Most recent by
les_cameron
October 2022
Technical stuff
Fonts for reports
394
views
23
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0
points
Most recent by
benjaminfabi
October 2022
Technical stuff
Cash Flow Modelling - Assumptions?
146
views
1
comment
0
points
Most recent by
Gustavo_Fring
October 2022
Technical stuff
Report Design
547
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11
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0
points
Most recent by
TomLloyd_Read
October 2022
Technology & IT
Back Office System for a small firm
74
views
0
comments
0
points
Started by
Tristenb
October 2022
Technology & IT
Limited company with excess funds - what can they invest in?
140
views
1
comment
0
points
Most recent by
les_cameron
October 2022
Technical stuff
Systems / Best Practice
161
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3
comments
0
points
Most recent by
RyanBrown
October 2022
General
With Profits - current or transfer value for pension transfer analysis
156
views
6
comments
0
points
Most recent by
TimMatthias
October 2022
Technical stuff
IPDI Trust - Life Tenant and Trust Capital
176
views
6
comments
0
points
Most recent by
amelia1983
September 2022
Technical stuff
Skills Matrix
115
views
0
comments
0
points
Started by
smith
September 2022
Team leaders & managers
Good SIPP providers for property transfers
159
views
8
comments
0
points
Most recent by
Anna
September 2022
Technical stuff
CISI certificate in paraplanning
225
views
2
comments
0
points
Most recent by
Steven_McBurnie
September 2022
CPD & Exams
Possible Bypass Trust ??
78
views
1
comment
0
points
Most recent by
richardgough
September 2022
Technical stuff
Client information and Data Protection
94
views
1
comment
0
points
Most recent by
SimplyParaplanner
September 2022
General
The Big Tent will be unavailable from 3pm on 5 September until 3pm on Wednesday 7 September
33
views
0
comments
0
points
Started by
Admin
August 2022
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