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Say hello!
Announcement
9.7K
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187
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0
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Most recent by
JoMal
April 22
General
Forum etiquette
Announcement
975
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0
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0
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
Announcement
1.9K
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0
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0
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
2.2K
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0
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0
points
Started by
Admin
March 2016
General
APS S&S ISA cancellation rights into an existing plan
31
views
1
comment
0
points
Most recent by
benjaminfabi
4:44PM
Technical stuff
Teachers' Pension Scheme - PIAs
97
views
4
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0
points
Most recent by
les_cameron
May 12
Technical stuff
Scottish Widows Platform introduces drip-feed drawdown
22
views
0
comments
0
points
Started by
Ssandle
May 9
Supporter Tent
Rysaffe Principle query
41
views
0
comments
0
points
Started by
Wildparaplanner
May 8
Technical stuff
Gift inter vivos query for gifting PCLS
60
views
1
comment
0
points
Most recent by
benjaminfabi
May 7
Technical stuff
IHT vodcast from Scottish Widows
37
views
1
comment
0
points
Most recent by
SA96
May 2
Supporter Tent
Ask the expert - Business protection with Jon Hall, Scottish Widows
80
views
4
comments
0
points
Most recent by
JonHallSWP
May 2
Technical stuff
Product Research Systems
118
views
1
comment
0
points
Most recent by
Steven_McBurnie
April 29
Technology & IT
Enhanced Protection with no protected lump sum?
66
views
4
comments
0
points
Most recent by
SA96
April 24
Technical stuff
Auto Rebalancing functionality on platforms
87
views
2
comments
0
points
Most recent by
benjaminfabi
April 17
Technical stuff
Copilot
64
views
0
comments
0
points
Started by
Sean_Fernyhough
April 17
General
Reduction in relief for AIM
74
views
1
comment
0
points
Most recent by
SA96
April 16
Technical stuff
Report checking
98
views
1
comment
0
points
Most recent by
smith
April 16
Paraplanning tips & tricks
Trying to break into Financial Planning
84
views
1
comment
0
points
Most recent by
sch0501
April 16
New to paraplanning
Withdrawing pension money as a POA to gift to son
72
views
2
comments
0
points
Most recent by
les_cameron
April 16
Technical stuff
CPD for Paraplanners
98
views
2
comments
0
points
Most recent by
Steven_McBurnie
April 15
CPD & Exams
10% Drop Notifications
132
views
2
comments
0
points
Most recent by
fredboiii95
April 12
Technical stuff
DGT query
165
views
7
comments
0
points
Most recent by
les_cameron
April 10
Technical stuff
Quick Bond surrender question....
53
views
2
comments
0
points
Most recent by
Amy
April 9
Technical stuff
JISA & ISA
59
views
3
comments
0
points
Most recent by
GarethM
April 9
Technical stuff
Purchase of an Annuity logistics
50
views
2
comments
0
points
Most recent by
Nathan
April 9
Administrator's Tent
Scottish Widows Platform Paraplanner Room - new articles
39
views
0
comments
0
points
Started by
Ssandle
April 9
Supporter Tent
Standalone Lump Sum Payment
53
views
1
comment
0
points
Most recent by
les_cameron
April 4
Technical stuff
Trainee Paraplanner progression scheme
92
views
2
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0
points
Most recent by
PTLeader
April 2
Team leaders & managers
Tax consequences of spousal transfers
240
views
13
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0
points
Most recent by
les_cameron
April 1
Technical stuff
Valuations
39
views
0
comments
0
points
Started by
smith
April 1
General
Partial Annuity - MPAA
67
views
2
comments
0
points
Most recent by
les_cameron
March 27
Technical stuff
Gifts out of surplus income
274
views
11
comments
0
points
Most recent by
amelia1983
March 26
Technical stuff
What AI tools or services are you using or looking at?
737
views
26
comments
0
points
Most recent by
benjaminfabi
March 21
Technology & IT
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