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Say hello!
Announcement
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Most recent by
Radnor
June 5
General
Forum etiquette
Announcement
976
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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
2.2K
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Started by
Admin
March 2016
General
TTFA Certificate for BCE 3 for a Pre A day Pension
51
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1
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0
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Most recent by
les_cameron
June 9
Technical stuff
Terms of Business
32
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0
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Started by
SophieApacible
June 6
Outsourced & freelance paraplanners
Pension Annuity Common Quotation Form
83
views
3
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0
points
Most recent by
TimMatthias
June 6
General
UK IHT for Australian Superannuation
38
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2
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Most recent by
Radnor
June 6
Technical stuff
Bond gains when settled into a life interest trust
88
views
6
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Most recent by
Wildparaplanner
June 3
Technical stuff
Disabled Persons Trust
65
views
2
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0
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Most recent by
amarshall
May 22
Technical stuff
Defined Benefit Pension - Lump Sum Allowance
50
views
1
comment
0
points
Most recent by
les_cameron
May 19
Technical stuff
What AI tools or services are you using or looking at?
893
views
30
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0
points
Most recent by
smith
May 19
Technology & IT
APS S&S ISA cancellation rights into an existing plan
66
views
1
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0
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Most recent by
benjaminfabi
May 13
Technical stuff
Teachers' Pension Scheme - PIAs
127
views
4
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0
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Most recent by
les_cameron
May 12
Technical stuff
Scottish Widows Platform introduces drip-feed drawdown
43
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0
comments
0
points
Started by
Ssandle
May 9
Supporter Tent
Rysaffe Principle query
65
views
0
comments
0
points
Started by
Wildparaplanner
May 8
Technical stuff
Gift inter vivos query for gifting PCLS
77
views
1
comment
0
points
Most recent by
benjaminfabi
May 7
Technical stuff
IHT vodcast from Scottish Widows
45
views
1
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0
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Most recent by
SA96
May 2
Supporter Tent
Ask the expert - Business protection with Jon Hall, Scottish Widows
83
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4
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0
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Most recent by
JonHallSWP
May 2
Technical stuff
Product Research Systems
128
views
1
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0
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Most recent by
Steven_McBurnie
April 29
Technology & IT
Enhanced Protection with no protected lump sum?
70
views
4
comments
0
points
Most recent by
SA96
April 24
Technical stuff
Auto Rebalancing functionality on platforms
93
views
2
comments
0
points
Most recent by
benjaminfabi
April 17
Technical stuff
Copilot
76
views
0
comments
0
points
Started by
Sean_Fernyhough
April 17
General
Reduction in relief for AIM
80
views
1
comment
0
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Most recent by
SA96
April 16
Technical stuff
Report checking
112
views
1
comment
0
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Most recent by
smith
April 16
Paraplanning tips & tricks
Trying to break into Financial Planning
109
views
1
comment
0
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Most recent by
sch0501
April 16
New to paraplanning
Withdrawing pension money as a POA to gift to son
80
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2
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0
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Most recent by
les_cameron
April 16
Technical stuff
CPD for Paraplanners
124
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2
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Most recent by
Steven_McBurnie
April 15
CPD & Exams
10% Drop Notifications
136
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2
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0
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Most recent by
fredboiii95
April 12
Technical stuff
DGT query
178
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7
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0
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Most recent by
les_cameron
April 10
Technical stuff
Quick Bond surrender question....
60
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2
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0
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Most recent by
Amy
April 9
Technical stuff
JISA & ISA
62
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3
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0
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Most recent by
GarethM
April 9
Technical stuff
Purchase of an Annuity logistics
58
views
2
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0
points
Most recent by
Nathan
April 9
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