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Announcement
9.5K
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185
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0
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Most recent by
MlleCameron
September 24
Forum etiquette
Announcement
957
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0
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Started by
benjaminfabi
December 2019
Updated: Paid for and licensed material
Announcement
1.8K
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0
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Started by
Admin
March 2019
Getting started in the Big Tent
Announcement
2.2K
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0
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Started by
Admin
March 2016
Agent as Client for DIMs and changing DIMs
121
views
5
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0
points
Most recent by
benjaminfabi
October 29
AdviserCloud
50
views
0
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0
points
Started by
Kitkil
October 29
Client servicing level / segmentation
35
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0
comments
0
points
Started by
Jona
October 22
Labour Changes and Clients wishing to Take PCLS
401
views
17
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0
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Most recent by
benjaminfabi
September 27
Decumulation ATR Questionnaire
94
views
2
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0
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Most recent by
TimMatthias
August 21
Existing Clients - Ad hoc Withdrawals
133
views
4
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0
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Most recent by
SA96
August 9
illustration requirements
177
views
3
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0
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Most recent by
Nath
July 2
What does your firm do for clients with tiny legacy pension pots?
288
views
4
comments
0
points
Most recent by
MothiusManius
May 29
Updating suitability templates for 2024/25
214
views
3
comments
0
points
Most recent by
Gustavo_Fring
March 8
Joint or 2x single SRs?
159
views
1
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0
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Most recent by
benjaminfabi
February 22
Investments for B-Corp company
120
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3
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0
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Most recent by
TimMatthias
December 2023
How often to issue RPQ
163
views
3
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0
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Most recent by
benjaminfabi
October 2023
Innovative (or not) product ideas that don't exist
171
views
2
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0
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Most recent by
Wildparaplanner
October 2023
Financial planning - exams and career with ADHD etc.
688
views
10
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0
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Most recent by
richallum
October 2023
Some questions from someone interested in transitioning to a Paraplanner
332
views
1
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0
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Most recent by
PippaO
September 2023
AI/ChatGPT right now
264
views
3
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0
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Most recent by
PeterM
September 2023
Making gifts to benefit recipients
72
views
1
comment
0
points
Most recent by
richardgough
July 2023
How does your firm structure paraplanning?
223
views
2
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0
points
Most recent by
ruthiebusybee
July 2023
Annual Reviews / FE Analytics / Simplybiz Annual Review Template
160
views
0
comments
0
points
Started by
Colin1980
May 2023
Mortgage Broker - retrain as a Paraplanner?
90
views
0
comments
0
points
Started by
MrsG26
May 2023
New Podcast
86
views
0
comments
0
points
Started by
CQplanning
March 2023
Some useful links, groups and other bits and pieces for paraplanners
164
views
2
comments
0
points
Most recent by
Caro
March 2023
HNW/UHNW Case Study Resources
92
views
0
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0
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Started by
Elgrandelulu
March 2023
Vitality savings plans
114
views
4
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0
points
Most recent by
Nath
February 2023
From Paraplanner to Financial Planner
338
views
4
comments
0
points
Most recent by
Nath
February 2023
What is it with ReAssure?
253
views
4
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0
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Most recent by
Ralfos
January 2023
The end of the paraplanner?
387
views
2
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0
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Most recent by
TomLloyd_Read
January 2023
Role
145
views
1
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0
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Most recent by
Admin
January 2023
CII and PFS situation
171
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0
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0
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Started by
Mosher
December 2022
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