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Say hello!
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Admin
March 19
General
Forum etiquette
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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
Inside Paraplanning podcast
16
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Started by
HannahWynick
8:54AM
General
WOL policy for company director's personal benefit
20
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2
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Most recent by
PippaO
8:37AM
Technical stuff
CRBOT for Onshore Bond in Trust
60
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2
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Most recent by
sch0501
June 8
Technical stuff
Any outsourced firms subcontracting at the moment?
50
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Started by
ELM
June 3
Outsourced & freelance paraplanners
Gilt portfolio services on platform?
35
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0
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Started by
Wildparaplanner
June 2
Products & providers
the Pension Review
97
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2
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Most recent by
smith
May 27
Technical stuff
Freelance/Outsourced Paraplanning Temporary Contract Work
170
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4
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0
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Most recent by
FullAid
May 26
Outsourced & freelance paraplanners
Outsourced Paraplanners needed!
575
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2
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Most recent by
Leighton1
May 24
Outsourced & freelance paraplanners
CALLING ALL OUTSOURCED PARAPLANNERS!
189
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1
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Most recent by
Leighton1
May 24
Outsourced & freelance paraplanners
Multiple Onshore Bonds on the same day - Why?
144
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7
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Most recent by
Colinstewart76
May 22
Technical stuff
BTS AF5 Workshop
38
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Started by
cbeaumont
May 15
CPD & Exams
CRBOT
67
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1
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Most recent by
les_cameron
May 14
Technical stuff
Pensions - EoW and Beneficiary Drawdown
66
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1
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Most recent by
les_cameron
May 14
Technical stuff
Paraplanner looking for an Outsourced Paraplanning Role
375
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3
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Most recent by
TREG01
May 12
Outsourced & freelance paraplanners
Pensions we can help with that the client can self manage
73
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4
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Most recent by
benjaminfabi
May 7
Technical stuff
Pension Recycling
63
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1
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Most recent by
les_cameron
April 30
Technical stuff
Post 65 GMP DB pension transfer query
65
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3
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Most recent by
les_cameron
April 29
Technical stuff
DB SSAS
59
views
1
comment
0
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Most recent by
richardgough
April 28
Technical stuff
Anyone experienced Freelance Paraplanning Abroad?
107
views
1
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0
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Most recent by
AlbertaNK
April 22
Outsourced & freelance paraplanners
Beneficiary of SIPP query
63
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2
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Most recent by
Amy
April 22
Technical stuff
Time tracking software
137
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4
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Most recent by
davidhewitt
April 22
Outsourced & freelance paraplanners
Loans to beneficiaries
80
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3
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0
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Most recent by
Colinstewart76
April 10
Technical stuff
CII - LTC - CF8 - BTS
86
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2
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Most recent by
Admin
April 7
CPD & Exams
Gift out of discretionary trust into bare trust
201
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5
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Most recent by
les_cameron
March 31
Technical stuff
Updating suitability templates for 2026/27
102
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0
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Started by
smith
March 31
General
Bond Chargeable Gain Query
202
views
9
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0
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Most recent by
Colinstewart76
March 30
Technical stuff
HMRC Clearance on pension transfer
103
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3
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0
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Most recent by
TomLloyd_Read
March 26
Technical stuff
Land and Buildings Transaction Tax and Additional Dwelling Supplement
43
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1
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0
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Most recent by
les_cameron
March 24
Technical stuff
Is severance payment pensionable salary?
94
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2
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Most recent by
WRB
March 20
Technical stuff
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