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Most recent by
MlleCameron
September 24
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
People who took PCLS before the Budget and returned it using "cancellation rights"
109
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3
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Most recent by
benjaminfabi
December 6
Technical stuff
Canada Life pension transfer to the UK
60
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2
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Most recent by
les_cameron
December 6
Technical stuff
AF8 Assignment 3
544
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7
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Most recent by
MaggieT
December 3
CPD & Exams
Joint whole of life on second death
93
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4
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Most recent by
GolfPutt21
December 3
Technical stuff
Cash ISAs for children - parental settlement?
53
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2
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Most recent by
benjaminfabi
November 29
Technical stuff
CGT - pre & post budget
100
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4
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Most recent by
benjaminfabi
November 28
Technical stuff
M&G wrapper comparison tool
78
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2
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Most recent by
smith
November 26
Technical stuff
Scheme Specific TFC and the new Lump Sum Allowance
304
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9
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Most recent by
les_cameron
November 21
Technical stuff
JO9 - any advice?
3.1K
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14
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Most recent by
Manall_hb
November 20
CPD & Exams
Structured Training for Trainee Paraplanner
372
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5
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Most recent by
amelia1983
November 19
Team leaders & managers
Advisory AI
85
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0
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Started by
BenW
November 7
Technology & IT
Two AF exams in same session?
100
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3
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Most recent by
benjaminfabi
November 5
CPD & Exams
Budget October 2024 - Pensions and IHT
249
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6
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Most recent by
les_cameron
November 4
Technical stuff
Research Tools - Questionnaire for providers
44
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0
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Started by
LKJ23
November 4
Technology & IT
AF8 - Cashflow
128
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3
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Most recent by
RachelHalton
November 3
CPD & Exams
FE Analytics Exam
106
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2
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Most recent by
Nath
November 1
CPD & Exams
Agent as Client for DIMs and changing DIMs
123
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5
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Most recent by
benjaminfabi
October 29
General
AdviserCloud
50
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0
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Started by
Kitkil
October 29
General
SIPPs for non-uk residents
52
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1
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0
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Most recent by
SA96
October 25
Technical stuff
Reporting requirements for LSA & LSDBA
70
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2
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Most recent by
les_cameron
October 22
Technical stuff
Consideration of the clients workplace pension
103
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3
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Most recent by
les_cameron
October 22
Technical stuff
Seccl - I'm interested in your views!
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0
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Started by
SarahComptonHall
October 22
Technology & IT
Client servicing level / segmentation
35
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0
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0
points
Started by
Jona
October 22
General
Outsource Paraplanner Firm Seeking Clients
87
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0
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Started by
Otsrce_Paraplanner
October 21
Outsourced & freelance paraplanners
Disproportionate bond gains
207
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6
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Most recent by
les_cameron
October 17
Technical stuff
Freelance Paraplanner Seeking Clients
101
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0
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Started by
CParker
October 16
Outsourced & freelance paraplanners
Settlor's spouse/civil partner as beneficiary
74
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2
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0
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Most recent by
les_cameron
October 8
Technical stuff
CII R0 exam learning materials
109
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4
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Most recent by
OlGan
October 7
CPD & Exams
Bondcalc - Updated
60
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0
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Started by
sentinel555
October 7
Technology & IT
Outsourced Paraplanning Charges
223
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4
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0
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Most recent by
benjaminfabi
October 2
Outsourced & freelance paraplanners
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