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LTA / Small Pots & max PCLS
140
views
7
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
Bond Surrenders and Spousal Exemptions
94
views
3
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
AI/ChatGPT right now
235
views
3
comments
0
points
Most recent by
PeterM
September 2023
General
Which banks do platforms use
84
views
0
comments
0
points
Started by
richallum
September 2023
Products & providers
State Benefits
435
views
5
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
Mandating income
61
views
0
comments
0
points
Started by
richallum
September 2023
Products & providers
Smoothed Return options
133
views
2
comments
0
points
Most recent by
TimMatthias
September 2023
Technical stuff
CISI Level 6 Past Papers
188
views
2
comments
0
points
Most recent by
HR246
August 2023
CPD & Exams
Seeking opportunities for a future in paraplanning! Any tips & advice much appreciated!
238
views
2
comments
0
points
Most recent by
SnehaK
August 2023
New to paraplanning
US citizens - options?
65
views
0
comments
0
points
Started by
Wildparaplanner
August 2023
Technical stuff
New job
191
views
2
comments
0
points
Most recent by
JH0201
August 2023
Paraplanning tips & tricks
AF8- Familiarity Score
144
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0
comments
0
points
Started by
UserTom
August 2023
CPD & Exams
Onshore Bond - Corporate owner
91
views
1
comment
0
points
Most recent by
les_cameron
August 2023
Products & providers
AF8 or AF4
255
views
4
comments
0
points
Most recent by
Gayle
August 2023
CPD & Exams
You don't need to include cost comparisons in pension switching reports ...
216
views
5
comments
0
points
Most recent by
benjaminfabi
August 2023
Technical stuff
Purchased Life Annuity
161
views
4
comments
0
points
Most recent by
KellySelby
August 2023
Products & providers
Offshore Bond In Trust: Assign or Surrender?
213
views
3
comments
0
points
Most recent by
les_cameron
August 2023
Technical stuff
Client portals - Cashcalc v Intelliflo which is best?
183
views
1
comment
0
points
Most recent by
TimMatthias
July 2023
Technology & IT
Making gifts to benefit recipients
65
views
1
comment
0
points
Most recent by
richardgough
July 2023
General
Professional Indemnity Insurance
616
views
7
comments
0
points
Most recent by
Geoff
July 2023
Outsourced & freelance paraplanners
Safe/Sustainable Withdrawal Rates
161
views
2
comments
0
points
Most recent by
Nath
July 2023
Technical stuff
How does your firm structure paraplanning?
209
views
2
comments
0
points
Most recent by
ruthiebusybee
July 2023
General
AF5 Workshop
96
views
1
comment
0
points
Most recent by
LuizaBTS
July 2023
CPD & Exams
AF8 Assignment 2
426
views
1
comment
0
points
Most recent by
Livergoose
July 2023
CPD & Exams
Paying private school fees via Ltd Company
282
views
3
comments
0
points
Most recent by
TomLloyd_Read
June 2023
Technical stuff
(Yet more) Top-slicing changes
145
views
1
comment
0
points
Most recent by
paranoidplanner
June 2023
Technical stuff
Paraplanner Manager - What does it entail exactly?
321
views
5
comments
0
points
Most recent by
Pietro
June 2023
Team leaders & managers
R01 FSCS Compensation Question help please
146
views
2
comments
0
points
Most recent by
georgeross99
June 2023
CPD & Exams
New SSAS
109
views
3
comments
0
points
Most recent by
amarshall
June 2023
Technical stuff
Curtis Banks SIPP query
102
views
1
comment
0
points
Most recent by
Steven_McBurnie
June 2023
Technical stuff
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