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Updated: Paid for and licensed material
Announcement
1.9K
views
0
comments
0
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Started by
Admin
March 2019
Small DB transfer
152
views
7
comments
0
points
Most recent by
T_Smith
March 2019
SMCR & paraplanners
347
views
8
comments
0
points
Most recent by
richallum
February 2019
Placing an existing Term policy into Trust - Terminally Ill client
129
views
7
comments
0
points
Most recent by
richallum
February 2019
At-Retirement Advice Process
266
views
7
comments
0
points
Most recent by
parawhat
February 2019
Paraplanners being replaced by AI (again)
211
views
5
comments
0
points
Most recent by
richallum
February 2019
Cost Comparison - Break-even point
138
views
3
comments
0
points
Most recent by
ruthiebusybee
February 2019
"Top-Up" Investments
1.4K
views
14
comments
0
points
Most recent by
Nathan
February 2019
New/Hoping to be/Struggling IFA
393
views
4
comments
0
points
Most recent by
JStyle
February 2019
Book suggestions
345
views
6
comments
0
points
Most recent by
Navigator
February 2019
MiFID II & Pension
1.1K
views
7
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0
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Most recent by
Mattclegg
February 2019
langcat MiFID2 research
662
views
20
comments
0
points
Most recent by
richallum
January 2019
Outsourcing admin advice
128
views
3
comments
0
points
Most recent by
Clare_Weight
January 2019
CGT Calculator/Optimiser
390
views
4
comments
0
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Most recent by
DanAtkinsonUK
January 2019
Report Content
226
views
4
comments
0
points
Most recent by
Jamie_Barnes
January 2019
Scheme pays vs self pay
152
views
5
comments
0
points
Most recent by
RoxyParaplanner
December 2018
Advisers look to shift duties to paraplanners
406
views
9
comments
0
points
Most recent by
Clare_Weight
December 2018
Portfolio reporting & analysis
168
views
5
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0
points
Most recent by
richallum
November 2018
Old policies
124
views
5
comments
0
points
Most recent by
Yonkers420
November 2018
Cash Flow training
293
views
8
comments
0
points
Most recent by
Nath
November 2018
Annual Reviews
269
views
3
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0
points
Most recent by
Anna
November 2018
Past Performance Info
258
views
10
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0
points
Most recent by
amarshall
October 2018
Any Southerners (Dorset) interested in Voyant intro training?
148
views
1
comment
0
points
Most recent by
Nath
October 2018
DB "do not transfer" advice charges & VAT
254
views
12
comments
0
points
Most recent by
benjaminfabi
October 2018
ETL Adviser Payment
632
views
4
comments
0
points
Most recent by
Suse1969
October 2018
Car insurance occupations - Parachute Packers?
236
views
2
comments
0
points
Most recent by
Clare_Weight
October 2018
North West Powwow
58
views
0
comments
0
points
Started by
seanhurst
October 2018
DFM due diligence
121
views
1
comment
0
points
Most recent by
Suse1969
October 2018
State of the Adviser Nation - what do paraplanners think?
161
views
1
comment
0
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Most recent by
Suse1969
October 2018
Template GDPR contract for a para planner
135
views
0
comments
0
points
Started by
AA_Consulting
September 2018
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