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Most recent by
Admin
January 23
General
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
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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
Company Director - Pension Funding
26
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2
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Most recent by
GMRJM
10:39AM
Technical stuff
FEI Analytics versus Fintegrate
87
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10
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Most recent by
sollemoigne
February 5
Technology & IT
Informal gathering for outsourced paraplanners & administrators
43
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0
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Started by
richallum
February 2
Outsourced & freelance paraplanners
Looking at a career change - have some questions
78
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2
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Most recent by
Admin
January 30
General
Breaching LSA due to retrospective changes
65
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3
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Most recent by
LouiseD
January 28
Technical stuff
Income Protection and being over insured?
66
views
4
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Most recent by
benjaminfabi
January 27
Technical stuff
Enhanced Protection with no protected lump sum?
166
views
9
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Most recent by
PoppySheppard
January 26
Technical stuff
LSA & Protected TFC
34
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2
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Most recent by
les_cameron
January 26
Technical stuff
Tax-free cash recycling
55
views
2
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Most recent by
amarshall
January 26
Technical stuff
Annuity Death Benefits & RNRB
48
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1
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0
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Most recent by
les_cameron
January 23
Technical stuff
Annuities purchased with beneficiary drawdown money
58
views
5
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Most recent by
les_cameron
January 23
Technical stuff
Strictly Come Platforming
61
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1
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Most recent by
Nathan
January 22
General
Loan Trust
46
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2
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0
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Most recent by
richardgough
January 21
Technical stuff
VCT & pension contributions
385
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13
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Most recent by
les_cameron
January 20
Technical stuff
Vulnerable Persons Trust Election
48
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2
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Most recent by
les_cameron
January 20
Technical stuff
AIM shares and replacement property rules
332
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12
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Most recent by
les_cameron
January 16
Technical stuff
Protected tax-free cash query
83
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5
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Most recent by
les_cameron
January 8
Technical stuff
Microsoft Office test
81
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1
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0
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Most recent by
sch0501
January 6
Paraplanning tips & tricks
TFC Recycling to fund spouse's pension
165
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5
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Most recent by
sch0501
December 2025
Technical stuff
Paraplanner looking for an Outsourced Paraplanning Role
192
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1
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Most recent by
Redawg31
December 2025
Outsourced & freelance paraplanners
Company-held Bonds/Gilts
76
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3
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Most recent by
GMRJM
December 2025
Technical stuff
Enhanced Protection, Protected Tax Free Cash & LSA
74
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4
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Most recent by
les_cameron
December 2025
Technical stuff
Budget
160
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9
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Most recent by
benjaminfabi
December 2025
Technical stuff
Tax relief query
64
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3
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Most recent by
Jimbo
December 2025
Technical stuff
Moving to Plannr from Intelligent Office
270
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3
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Most recent by
RFP
November 2025
Products & providers
SSAS Asset Valuation - Accountant Question
44
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1
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Most recent by
benjaminfabi
November 2025
Technical stuff
Protected Tax-Free Cash & No LSA Remaining
118
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5
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0
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Most recent by
les_cameron
November 2025
Technical stuff
IHT, Trusts, AIM and BR query!
221
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6
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Most recent by
Amy
November 2025
Technical stuff
NHS Scheme active member wanting to make additional pension contributions
40
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0
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Started by
TimMatthias
November 2025
General
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