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Paraplanning tips & tricks
Paraplanning tips & tricks
Share those brilliantly simple ideas that make a big difference to you.
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Life cover shortfall calculators
81
views
1
comment
0
points
Most recent by
Gustavo_Fring
October 3
New job
160
views
2
comments
0
points
Most recent by
JH0201
August 22
Report Writing & File Check Processes?
160
views
0
comments
0
points
Started by
leroyle
April 24
Comparing DFM OCF's with Current Funds
114
views
2
comments
0
points
Most recent by
Nath
April 20
Technical question re; TPAA - when to record the contribution date
70
views
1
comment
0
points
Most recent by
TimMatthias
April 20
DFM / Maximum Ongoing Charges
103
views
0
comments
0
points
Started by
ParaplannerFP
March 7
Question for FE gurus
338
views
6
comments
0
points
Most recent by
Nath
November 2022
Fund research question
253
views
1
comment
0
points
Most recent by
Jamie_Barnes
April 2022
LP2 Past Papers
74
views
0
comments
0
points
Started by
rjs
March 2022
Visual tools to explain technical concepts or portray information?
252
views
3
comments
0
points
Most recent by
DanAtkinsonUK
January 2022
Select A Pension - How do you approach the analysis?
262
views
2
comments
0
points
Most recent by
arongunningham
February 2021
Dynamic Planner - Hints & Tips?
302
views
4
comments
0
points
Most recent by
SteveC
November 2020
Retirement Options
315
views
6
comments
0
points
Most recent by
Caroline_Singleton
August 2020
Infographics on Reports
436
views
10
comments
0
points
Most recent by
parawhat
August 2020
Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits
556
views
13
comments
0
points
Most recent by
parawhat
August 2020
Existing pension info sheet
616
views
10
comments
0
points
Most recent by
GallusAlice
June 2020
Benchmarks and Risk-mapping CIPs. What do you do?
189
views
0
comments
0
points
Started by
LizziSmith
April 2020
Small Pots
234
views
6
comments
0
points
Most recent by
Clare_Weight
March 2020
Adviser to Paraplanner Report/advice request forms
824
views
6
comments
0
points
Most recent by
Navigator
January 2020
LTA vs IHT
251
views
5
comments
0
points
Most recent by
arongunningham
January 2020
AML for corporates/companies - SIPP contributions from an employer
119
views
0
comments
0
points
Started by
amcmillan
September 2019
Excel Spreadsheet Help
359
views
2
comments
0
points
Most recent by
Rcaisley
August 2019
Everyday is a school day...
197
views
0
comments
0
points
Started by
parawhat
July 2019
Tax wrapper tools
185
views
1
comment
0
points
Most recent by
julesstewart1983
May 2019
Pension withdrawal tax calculator
567
views
8
comments
0
points
Most recent by
Clare_Weight
April 2019
Top paraplanning tips in March online howwow
213
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0
comments
0
points
Started by
Admin
March 2019
Demonstrating Tolerance For Loss
370
views
6
comments
0
points
Most recent by
benjaminfabi
February 2019
FE Dynamic Link
669
views
3
comments
0
points
Most recent by
benjaminfabi
February 2019
FE Bulk Code Importer
356
views
13
comments
0
points
Most recent by
benjaminfabi
February 2019
Back office software
325
views
7
comments
0
points
Most recent by
LiamD0529
January 2019
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