Paraplanning tips & tricks

• Microsoft Office test

  100 views 1 comment 0 points Most recent by sch0501 January 6
• Pension sharing orders

  118 views 2 comments 0 points Most recent by timblowers August 2025
• Report checking

  179 views 1 comment 0 points Most recent by smith April 2025
• Help with DD report writing

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  1.1K views 6 comments 0 points Most recent by Navigator January 2020
• LTA vs IHT

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

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

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

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

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

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

  238 views 0 comments 0 points Started by Admin March 2019