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Say hello!
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richallum
January 5
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Forum etiquette
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benjaminfabi
December 2019
General
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Admin
March 2019
General
Getting started in the Big Tent
Announcement
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Admin
March 2016
General
Professional Indemnity Insurance
14
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1
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Most recent by
Andy_Schleider
5:11PM
Outsourced & freelance paraplanners
R06 January
687
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michaeltwenty21
1:53PM
CPD & Exams
BrandFT / Wizard Learning
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Gayle
12:07PM
CPD & Exams
R06 February 2021
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Most recent by
Gayle
11:16AM
CPD & Exams
R04
357
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7
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Most recent by
paul718
January 14
CPD & Exams
Sharia Investing
122
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4
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Most recent by
mq123
January 14
Technical stuff
AF8
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36
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Most recent by
MLokhandwala
January 14
CPD & Exams
Platform due diligence help
74
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2
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Most recent by
arongunningham
January 13
Products & providers
Investment Bond encashment within a SSAS
47
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2
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Most recent by
Colin1980
January 11
Technical stuff
Trust/ MWPA help
81
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5
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Most recent by
Caro
January 8
Technical stuff
Charging for telephone calls to providers
119
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3
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Most recent by
arongunningham
January 7
Outsourced & freelance paraplanners
R03 - Anyone used BTS material
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4
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Most recent by
Sueh59
January 4
CPD & Exams
MiFID II Ex-ante disclosure for fund switches/portfolio changes
356
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7
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Most recent by
benjaminfabi
December 2020
Technical stuff
Difference between a Model Portfolio vs ie Scottish Widows Pension Portfolio or RL Governed Portfoli
127
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8
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Most recent by
arongunningham
December 2020
Technical stuff
RO2 question query
100
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Most recent by
ClaireE1
December 2020
CPD & Exams
Transferring stock to a spouse
73
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1
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PPWow
December 2020
Technical stuff
Help on R04
103
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3
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Most recent by
Anna03
December 2020
CPD & Exams
Project management - webinars/reading?
108
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4
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Most recent by
ruthiebusybee
December 2020
General
Help for anyone trying to break into Paraplanning and financial planning
140
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Most recent by
StephenH
December 2020
New to paraplanning
AF1 - February 2021
61
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Started by
Alexander
December 2020
CPD & Exams
AF5 - March 2021
76
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Most recent by
T_Smith
December 2020
CPD & Exams
Are you organising a virtual Christmas do?
118
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5
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Most recent by
Clare_Weight
December 2020
General
Complete IT support shake-up - opinions please!
389
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18
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Most recent by
richallum
December 2020
Technology & IT
Dutch funds for UK investors
55
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2
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Most recent by
DanAtkinsonUK
December 2020
Technical stuff
Initial Costs
131
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3
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Most recent by
Andy_Schleider
December 2020
Outsourced & freelance paraplanners
MPS Info
103
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Most recent by
arongunningham
December 2020
Technical stuff
AF exams - sitting more than one at a time
134
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4
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Most recent by
SW1990
December 2020
CPD & Exams
Pension Switching - Selectapension vs Adviserasset
69
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1
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Most recent by
richardgough
November 2020
Products & providers
Pension sharing and getting information from providers
73
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2
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Most recent by
Marta
November 2020
Technical stuff
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