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Announcement
9.5K
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185
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Most recent by
MlleCameron
September 24
General
Forum etiquette
Announcement
956
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0
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0
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
Announcement
1.8K
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0
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0
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
2.2K
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0
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Started by
Admin
March 2016
General
CGT - pre & post budget
22
views
1
comment
0
points
Most recent by
richardgough
4:56AM
Technical stuff
Are you a paraplanner looking for some outsource clients?
13
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0
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0
points
Started by
Freddie
November 20
Outsourced & freelance paraplanners
Freelance Paraplanner Seeking Clients
80
views
1
comment
0
points
Most recent by
Freddie
November 20
Outsourced & freelance paraplanners
JO9 - any advice?
3K
views
14
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0
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Most recent by
Manall_hb
November 20
CPD & Exams
Structured Training for Trainee Paraplanner
345
views
5
comments
0
points
Most recent by
amelia1983
November 19
Team leaders & managers
Advisory AI
78
views
0
comments
0
points
Started by
BenW
November 7
Technology & IT
Two AF exams in same session?
93
views
3
comments
0
points
Most recent by
benjaminfabi
November 5
CPD & Exams
Budget October 2024 - Pensions and IHT
239
views
6
comments
0
points
Most recent by
les_cameron
November 4
Technical stuff
Research Tools - Questionnaire for providers
40
views
0
comments
0
points
Started by
LKJ23
November 4
Technology & IT
AF8 - Cashflow
119
views
3
comments
0
points
Most recent by
RachelHalton
November 3
CPD & Exams
FE Analytics Exam
98
views
2
comments
0
points
Most recent by
Nath
November 1
CPD & Exams
Scheme Specific TFC and the new Lump Sum Allowance
246
views
5
comments
0
points
Most recent by
benjaminfabi
October 30
Technical stuff
Agent as Client for DIMs and changing DIMs
115
views
5
comments
0
points
Most recent by
benjaminfabi
October 29
General
AdviserCloud
48
views
0
comments
0
points
Started by
Kitkil
October 29
General
SIPPs for non-uk residents
48
views
1
comment
0
points
Most recent by
SA96
October 25
Technical stuff
Reporting requirements for LSA & LSDBA
65
views
2
comments
0
points
Most recent by
les_cameron
October 22
Technical stuff
Consideration of the clients workplace pension
95
views
3
comments
0
points
Most recent by
les_cameron
October 22
Technical stuff
Seccl - I'm interested in your views!
49
views
0
comments
0
points
Started by
SarahComptonHall
October 22
Technology & IT
Client servicing level / segmentation
30
views
0
comments
0
points
Started by
Jona
October 22
General
Outsource Paraplanner Firm Seeking Clients
83
views
0
comments
0
points
Started by
Otsrce_Paraplanner
October 21
Outsourced & freelance paraplanners
Disproportionate bond gains
206
views
6
comments
0
points
Most recent by
les_cameron
October 17
Technical stuff
Settlor's spouse/civil partner as beneficiary
74
views
2
comments
0
points
Most recent by
les_cameron
October 8
Technical stuff
CII R0 exam learning materials
106
views
4
comments
0
points
Most recent by
OlGan
October 7
CPD & Exams
Bondcalc - Updated
58
views
0
comments
0
points
Started by
sentinel555
October 7
Technology & IT
Outsourced Paraplanning Charges
213
views
4
comments
0
points
Most recent by
benjaminfabi
October 2
Outsourced & freelance paraplanners
Labour Changes and Clients wishing to Take PCLS
393
views
17
comments
0
points
Most recent by
benjaminfabi
September 27
General
Freelance Paraplanning Work Opportunities
108
views
0
comments
0
points
Started by
Tory
September 27
Outsourced & freelance paraplanners
Time Apportionment Relief
59
views
4
comments
0
points
Most recent by
les_cameron
September 26
Technical stuff
Offshore bonds & VAT
64
views
1
comment
0
points
Most recent by
TomLloyd_Read
September 26
Technical stuff
QROPS and TTFAC
68
views
4
comments
0
points
Most recent by
TomLloyd_Read
September 24
Technical stuff
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