Paraplanning tips & tricks

• Report checking

  112 views 1 comment 0 points Most recent by smith April 16
• Help with DD report writing

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  253 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

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

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

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

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

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

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

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

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

  845 views 3 comments 0 points Most recent by benjaminfabi February 2019