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185
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Most recent by
MlleCameron
September 24
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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0
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Started by
Admin
March 2016
General
Two AF exams in same session?
59
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3
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Most recent by
benjaminfabi
November 5
CPD & Exams
Budget October 2024 - Pensions and IHT
176
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6
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Most recent by
les_cameron
November 4
Technical stuff
Research Tools - Questionnaire for providers
22
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0
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Started by
LKJ23
November 4
Technology & IT
AF8 - Cashflow
88
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3
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Most recent by
RachelHalton
November 3
CPD & Exams
FE Analytics Exam
71
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2
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Most recent by
Nath
November 1
CPD & Exams
Scheme Specific TFC and the new Lump Sum Allowance
224
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5
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Most recent by
benjaminfabi
October 30
Technical stuff
Agent as Client for DIMs and changing DIMs
104
views
5
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0
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Most recent by
benjaminfabi
October 29
General
AdviserCloud
35
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0
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Started by
Kitkil
October 29
General
SIPPs for non-uk residents
42
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1
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0
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Most recent by
SA96
October 25
Technical stuff
Reporting requirements for LSA & LSDBA
59
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2
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Most recent by
les_cameron
October 22
Technical stuff
Consideration of the clients workplace pension
86
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3
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Most recent by
les_cameron
October 22
Technical stuff
Seccl - I'm interested in your views!
39
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0
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Started by
SarahComptonHall
October 22
Technology & IT
Client servicing level / segmentation
29
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0
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0
points
Started by
Jona
October 22
General
Outsource Paraplanner Firm Seeking Clients
57
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0
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Started by
Otsrce_Paraplanner
October 21
Outsourced & freelance paraplanners
Disproportionate bond gains
201
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6
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0
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Most recent by
les_cameron
October 17
Technical stuff
Freelance Paraplanner Seeking Clients
61
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0
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Started by
CParker
October 16
Outsourced & freelance paraplanners
Settlor's spouse/civil partner as beneficiary
70
views
2
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0
points
Most recent by
les_cameron
October 8
Technical stuff
CII R0 exam learning materials
95
views
4
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Most recent by
OlGan
October 7
CPD & Exams
Bondcalc - Updated
53
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0
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points
Started by
sentinel555
October 7
Technology & IT
Outsourced Paraplanning Charges
180
views
4
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0
points
Most recent by
benjaminfabi
October 2
Outsourced & freelance paraplanners
Labour Changes and Clients wishing to Take PCLS
368
views
17
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0
points
Most recent by
benjaminfabi
September 27
General
Freelance Paraplanning Work Opportunities
97
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0
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Started by
Tory
September 27
Outsourced & freelance paraplanners
Time Apportionment Relief
54
views
4
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0
points
Most recent by
les_cameron
September 26
Technical stuff
Offshore bonds & VAT
48
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1
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Most recent by
TomLloyd_Read
September 26
Technical stuff
QROPS and TTFAC
63
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4
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Most recent by
TomLloyd_Read
September 24
Technical stuff
TTFAC - operational practice
40
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0
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Started by
benjaminfabi
September 24
Technical stuff
MPS and CIP Support
62
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0
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0
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Started by
cottesmore22
September 19
Products & providers
Platform & Investment Research
261
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3
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0
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Most recent by
cottesmore22
September 19
Technology & IT
STEP Diploma
69
views
1
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0
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Most recent by
SA96
September 19
CPD & Exams
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