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Segmented Drawdown Strategies
311
views
4
comments
0
points
Most recent by
Nathan
May 2017
Products & providers
Royal London flexi-access drawdown
471
views
9
comments
0
points
Most recent by
Nathan
May 2017
Products & providers
DB Reviews
238
views
3
comments
0
points
Most recent by
Nathan
May 2017
Technical stuff
LTA instead of DB transfer
242
views
3
comments
0
points
Most recent by
PeterM
May 2017
Technical stuff
Money info - client portal.
194
views
0
comments
0
points
Started by
Jona
May 2017
Products & providers
Retirement spending patterns
219
views
4
comments
0
points
Most recent by
benjaminfabi
May 2017
CPD & Exams
Help with LISA suitability report checklist
194
views
1
comment
0
points
Most recent by
JoCHague
May 2017
Technical stuff
Does your firm have a customer feedback process?
155
views
1
comment
0
points
Most recent by
ElsaOrdonezG
May 2017
General
Are there any tax breaks claimable for working from home?
134
views
1
comment
0
points
Most recent by
benjaminfabi
May 2017
General
DB pension transfer discussion day
293
views
3
comments
0
points
Most recent by
ElsaOrdonezG
April 2017
CPD & Exams
What do you enjoy about being a Paraplanner?
675
views
3
comments
0
points
Most recent by
THuish
April 2017
Paraplanning tips & tricks
Do you manage a paraplanning team?
380
views
10
comments
0
points
Most recent by
mjeffs
April 2017
General
NextGen Planners podcast on paraplanning
230
views
1
comment
0
points
Most recent by
benjaminfabi
April 2017
General
Pensions and ESA benefits
119
views
1
comment
0
points
Most recent by
Suse1969
April 2017
Technical stuff
Teachers Pension Scheme & Pru AVCs
241
views
3
comments
0
points
Most recent by
Jona
April 2017
Products & providers
IFS to CII
320
views
1
comment
0
points
Most recent by
Suse1969
April 2017
CPD & Exams
Longevity Calculator
222
views
2
comments
0
points
Most recent by
Matthew_Hawken
April 2017
Technical stuff
Virtual Personal Assistant
281
views
2
comments
0
points
Most recent by
Jona
April 2017
Outsourced & freelance paraplanners
Alternatives to the Elevate Platform
401
views
6
comments
0
points
Most recent by
ElsaOrdonezG
April 2017
Products & providers
DB Transfers pre 55
290
views
3
comments
0
points
Most recent by
parawhat
April 2017
Technical stuff
Loss of Pension Contributions
91
views
0
comments
0
points
Started by
Nathan
April 2017
Technical stuff
cashcalc or moneyscope??
468
views
4
comments
0
points
Most recent by
Nathan
April 2017
Technology & IT
Powwow Post Update
93
views
0
comments
0
points
Started by
Admin
April 2017
Our news
Qualifications - What next?
444
views
3
comments
0
points
Most recent by
richallum
April 2017
CPD & Exams
Corporate investment query
250
views
4
comments
0
points
Most recent by
benjaminfabi
March 2017
Technical stuff
7IM Paraplanner Pop UP in Leeds
192
views
1
comment
0
points
Most recent by
Admin
March 2017
CPD & Exams
Selftrade - SIPPS/SSAS
124
views
0
comments
0
points
Started by
Suse1969
March 2017
Products & providers
2017 / 2018 CGT Annual Exemption
216
views
2
comments
0
points
Most recent by
Nathan
March 2017
Technical stuff
QROPS / ROPS and budget
173
views
2
comments
0
points
Most recent by
Anna
March 2017
Technical stuff
US 401K and the LTA
741
views
3
comments
0
points
Most recent by
Caro
March 2017
Technical stuff
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