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Announcement
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Most recent by
7Maid4
January 11
General
Forum etiquette
Announcement
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
Announcement
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
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Started by
Admin
March 2016
General
Vulnerability Training
16
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1
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Most recent by
Steven_McBurnie
4:06PM
General
Views on a couple of technology providers
43
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0
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Started by
Wildparaplanner
January 15
Technology & IT
Tax Free cash, LTA and Protection
84
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5
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Most recent by
les_cameron
January 13
Technical stuff
Task Management System
91
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5
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Most recent by
benjaminfabi
January 13
Products & providers
Advisory AI
158
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1
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Most recent by
Nathan
January 10
Technology & IT
Help for a Job Interview
175
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7
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Most recent by
Nathan
January 10
New to paraplanning
Data gathering
46
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1
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0
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Most recent by
Nathan
January 10
General
Structured Training for Trainee Paraplanner
500
views
7
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0
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Most recent by
amelia1983
January 7
Team leaders & managers
What qualifications are needed for DB pension reports
68
views
3
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0
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Most recent by
JouneyToFreelance
January 7
CPD & Exams
QROPS and TTFAC
126
views
5
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Most recent by
Graham_Turner
January 3
Technical stuff
Allowable expenses
75
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1
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0
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Most recent by
Wildparaplanner
December 2024
Technical stuff
Moving Administrator to Paraplanners and Paraplanners to Wealth Managers
78
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0
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0
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Started by
MLokhandwala
December 2024
Team leaders & managers
Drawing taxable income from pension to fund WOL policy
132
views
8
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0
points
Most recent by
les_cameron
December 2024
Technical stuff
Full transfer of GMP to a lifetime annuity
98
views
10
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0
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Most recent by
Wildparaplanner
December 2024
Technical stuff
Interaction of Loans, Gifts and CLTs
49
views
3
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Most recent by
benjaminfabi
December 2024
Technical stuff
People who took PCLS before the Budget and returned it using "cancellation rights"
218
views
3
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Most recent by
benjaminfabi
December 2024
Technical stuff
Canada Life pension transfer to the UK
82
views
2
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Most recent by
les_cameron
December 2024
Technical stuff
AF8 Assignment 3
635
views
7
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points
Most recent by
MaggieT
December 2024
CPD & Exams
Joint whole of life on second death
124
views
4
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Most recent by
GolfPutt21
December 2024
Technical stuff
Cash ISAs for children - parental settlement?
71
views
2
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Most recent by
benjaminfabi
November 2024
Technical stuff
CGT - pre & post budget
116
views
4
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0
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Most recent by
benjaminfabi
November 2024
Technical stuff
M&G wrapper comparison tool
95
views
2
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Most recent by
smith
November 2024
Technical stuff
Scheme Specific TFC and the new Lump Sum Allowance
326
views
9
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0
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Most recent by
les_cameron
November 2024
Technical stuff
JO9 - any advice?
3.2K
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14
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Most recent by
Manall_hb
November 2024
CPD & Exams
Two AF exams in same session?
117
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3
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Most recent by
benjaminfabi
November 2024
CPD & Exams
Budget October 2024 - Pensions and IHT
260
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6
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0
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Most recent by
les_cameron
November 2024
Technical stuff
Research Tools - Questionnaire for providers
60
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0
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0
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Started by
LKJ23
November 2024
Technology & IT
AF8 - Cashflow
149
views
3
comments
0
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Most recent by
RachelHalton
November 2024
CPD & Exams
FE Analytics Exam
130
views
2
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0
points
Most recent by
Nath
November 2024
CPD & Exams
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