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Say hello!
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201
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Most recent by
Admin
March 19
General
Forum etiquette
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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
2.3K
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Started by
Admin
March 2016
General
Cash flow modelling inflation rates - what we using?
13
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0
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0
points
Started by
Spaniel_Sandal
8:42AM
General
Gilt portfolio services on platform?
49
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1
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0
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Most recent by
AlexFreeman
June 16
Products & providers
Inside Paraplanning podcast
41
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0
comments
0
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Started by
HannahWynick
June 12
General
WOL policy for company director's personal benefit
40
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2
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Most recent by
PippaO
June 12
Technical stuff
CRBOT for Onshore Bond in Trust
67
views
2
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0
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Most recent by
sch0501
June 8
Technical stuff
Any outsourced firms subcontracting at the moment?
55
views
0
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0
points
Started by
ELM
June 3
Outsourced & freelance paraplanners
the Pension Review
105
views
2
comments
0
points
Most recent by
smith
May 27
Technical stuff
Freelance/Outsourced Paraplanning Temporary Contract Work
173
views
4
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0
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Most recent by
FullAid
May 26
Outsourced & freelance paraplanners
Outsourced Paraplanners needed!
580
views
2
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0
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Most recent by
Leighton1
May 24
Outsourced & freelance paraplanners
CALLING ALL OUTSOURCED PARAPLANNERS!
190
views
1
comment
0
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Most recent by
Leighton1
May 24
Outsourced & freelance paraplanners
Multiple Onshore Bonds on the same day - Why?
147
views
7
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0
points
Most recent by
Colinstewart76
May 22
Technical stuff
BTS AF5 Workshop
41
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0
comments
0
points
Started by
cbeaumont
May 15
CPD & Exams
CRBOT
71
views
1
comment
0
points
Most recent by
les_cameron
May 14
Technical stuff
Pensions - EoW and Beneficiary Drawdown
68
views
1
comment
0
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Most recent by
les_cameron
May 14
Technical stuff
Paraplanner looking for an Outsourced Paraplanning Role
376
views
3
comments
0
points
Most recent by
TREG01
May 12
Outsourced & freelance paraplanners
Pensions we can help with that the client can self manage
74
views
4
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0
points
Most recent by
benjaminfabi
May 7
Technical stuff
Pension Recycling
64
views
1
comment
0
points
Most recent by
les_cameron
April 30
Technical stuff
Post 65 GMP DB pension transfer query
65
views
3
comments
0
points
Most recent by
les_cameron
April 29
Technical stuff
DB SSAS
59
views
1
comment
0
points
Most recent by
richardgough
April 28
Technical stuff
Anyone experienced Freelance Paraplanning Abroad?
109
views
1
comment
0
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Most recent by
AlbertaNK
April 22
Outsourced & freelance paraplanners
Beneficiary of SIPP query
63
views
2
comments
0
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Most recent by
Amy
April 22
Technical stuff
Time tracking software
139
views
4
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0
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Most recent by
davidhewitt
April 22
Outsourced & freelance paraplanners
Loans to beneficiaries
81
views
3
comments
0
points
Most recent by
Colinstewart76
April 10
Technical stuff
CII - LTC - CF8 - BTS
86
views
2
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0
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Most recent by
Admin
April 7
CPD & Exams
Gift out of discretionary trust into bare trust
201
views
5
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0
points
Most recent by
les_cameron
March 31
Technical stuff
Updating suitability templates for 2026/27
106
views
0
comments
0
points
Started by
smith
March 31
General
Bond Chargeable Gain Query
205
views
9
comments
0
points
Most recent by
Colinstewart76
March 30
Technical stuff
HMRC Clearance on pension transfer
103
views
3
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0
points
Most recent by
TomLloyd_Read
March 26
Technical stuff
Land and Buildings Transaction Tax and Additional Dwelling Supplement
43
views
1
comment
0
points
Most recent by
les_cameron
March 24
Technical stuff
Is severance payment pensionable salary?
95
views
2
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0
points
Most recent by
WRB
March 20
Technical stuff
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