Paraplanning tips & tricks

• Help with DD report writing

  234 views 0 comments 0 points Started by Ssandle June 2024
• Life cover shortfall calculators

  166 views 1 comment 0 points Most recent by Gustavo_Fring October 2023
• New job

  234 views 2 comments 0 points Most recent by JH0201 August 2023
• Report Writing & File Check Processes?

  252 views 0 comments 0 points Started by leroyle April 2023
• Comparing DFM OCF's with Current Funds

  162 views 2 comments 0 points Most recent by Nath April 2023
• Technical question re; TPAA - when to record the contribution date

  114 views 1 comment 0 points Most recent by TimMatthias April 2023
• DFM / Maximum Ongoing Charges

  148 views 0 comments 0 points Started by ParaplannerFP March 2023
• Question for FE gurus

  408 views 6 comments 0 points Most recent by Nath November 2022
• Fund research question

  343 views 1 comment 0 points Most recent by Jamie_Barnes April 2022
• LP2 Past Papers

  101 views 0 comments 0 points Started by rjs March 2022
• Visual tools to explain technical concepts or portray information?

  277 views 3 comments 0 points Most recent by DanAtkinsonUK January 2022
• Select A Pension - How do you approach the analysis?

  411 views 2 comments 0 points Most recent by arongunningham February 2021
• Dynamic Planner - Hints & Tips?

  336 views 4 comments 0 points Most recent by SteveC November 2020
• Retirement Options

  431 views 6 comments 0 points Most recent by Caroline_Singleton August 2020
• Infographics on Reports

  463 views 10 comments 0 points Most recent by parawhat August 2020
• Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits

  657 views 13 comments 0 points Most recent by parawhat August 2020
• Existing pension info sheet

  666 views 10 comments 0 points Most recent by GallusAlice June 2020
• Benchmarks and Risk-mapping CIPs. What do you do?

  199 views 0 comments 0 points Started by LizziSmith April 2020
• Small Pots

  249 views 6 comments 0 points Most recent by Clare_Weight March 2020
• Adviser to Paraplanner Report/advice request forms

  1K views 6 comments 0 points Most recent by Navigator January 2020
• LTA vs IHT

  267 views 5 comments 0 points Most recent by arongunningham January 2020
• AML for corporates/companies - SIPP contributions from an employer

  169 views 0 comments 0 points Started by amcmillan September 2019
• Excel Spreadsheet Help

  393 views 2 comments 0 points Most recent by Rcaisley August 2019
• Everyday is a school day...

  207 views 0 comments 0 points Started by parawhat July 2019
• Tax wrapper tools

  203 views 1 comment 0 points Most recent by julesstewart1983 May 2019
• Pension withdrawal tax calculator

  611 views 8 comments 0 points Most recent by Clare_Weight April 2019
• Top paraplanning tips in March online howwow

  226 views 0 comments 0 points Started by Admin March 2019
• Demonstrating Tolerance For Loss

  497 views 6 comments 0 points Most recent by benjaminfabi February 2019
• FE Dynamic Link

  826 views 3 comments 0 points Most recent by benjaminfabi February 2019
• FE Bulk Code Importer

  406 views 13 comments 0 points Most recent by benjaminfabi February 2019