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Announcement
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186
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Most recent by
richallum
March 31
Forum etiquette
Announcement
973
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Started by
benjaminfabi
December 2019
Updated: Paid for and licensed material
Announcement
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Started by
Admin
March 2019
Getting started in the Big Tent
Announcement
2.2K
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Started by
Admin
March 2016
Copilot
11
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0
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0
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Started by
Sean_Fernyhough
April 17
Valuations
34
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0
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0
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Started by
smith
April 1
LifeQuote
56
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0
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0
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Started by
lewisro
February 10
Vulnerability Training
83
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3
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Most recent by
mhawker
January 23
Data gathering
62
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1
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Most recent by
Nathan
January 10
Agent as Client for DIMs and changing DIMs
145
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5
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Most recent by
benjaminfabi
October 2024
AdviserCloud
62
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0
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Started by
Kitkil
October 2024
Client servicing level / segmentation
57
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0
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Started by
Jona
October 2024
Labour Changes and Clients wishing to Take PCLS
462
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17
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0
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Most recent by
benjaminfabi
September 2024
Decumulation ATR Questionnaire
108
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2
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0
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Most recent by
TimMatthias
August 2024
Existing Clients - Ad hoc Withdrawals
158
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4
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0
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Most recent by
SA96
August 2024
illustration requirements
194
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3
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0
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Most recent by
Nath
July 2024
What does your firm do for clients with tiny legacy pension pots?
308
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4
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0
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Most recent by
MothiusManius
May 2024
Updating suitability templates for 2024/25
226
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3
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0
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Most recent by
Gustavo_Fring
March 2024
Joint or 2x single SRs?
164
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1
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0
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Most recent by
benjaminfabi
February 2024
Investments for B-Corp company
124
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3
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Most recent by
TimMatthias
December 2023
How often to issue RPQ
164
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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
192
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2
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Most recent by
Wildparaplanner
October 2023
Financial planning - exams and career with ADHD etc.
708
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10
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Most recent by
richallum
October 2023
Some questions from someone interested in transitioning to a Paraplanner
416
views
1
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0
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Most recent by
PippaO
September 2023
AI/ChatGPT right now
273
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3
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Most recent by
PeterM
September 2023
Making gifts to benefit recipients
74
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1
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0
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Most recent by
richardgough
July 2023
How does your firm structure paraplanning?
227
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2
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0
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Most recent by
ruthiebusybee
July 2023
Annual Reviews / FE Analytics / Simplybiz Annual Review Template
178
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0
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0
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Started by
Colin1980
May 2023
Mortgage Broker - retrain as a Paraplanner?
92
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0
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0
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Started by
MrsG26
May 2023
New Podcast
87
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0
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0
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Started by
CQplanning
March 2023
Some useful links, groups and other bits and pieces for paraplanners
166
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2
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0
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Most recent by
Caro
March 2023
HNW/UHNW Case Study Resources
97
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0
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0
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Started by
Elgrandelulu
March 2023
Vitality savings plans
119
views
4
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0
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Most recent by
Nath
February 2023
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