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Fundment platform - any users willing to share feedback?
104
views
0
comments
0
points
Started by
Chris_Hindle1
October 2021
Products & providers
CF1 and R01 - Diploma qualification
384
views
0
comments
0
points
Started by
MFord777
September 2021
CPD & Exams
The Administrator's Tent
450
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4
comments
0
points
Most recent by
Jo_R
September 2021
Administrator's Tent
AF5 Analysis available now
166
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0
comments
0
points
Started by
Gayle
September 2021
CPD & Exams
RO2 Resources Decision
247
views
1
comment
0
points
Most recent by
Hoolahan
September 2021
CPD & Exams
Ongoing Charge + VAT
482
views
2
comments
0
points
Most recent by
Jo_R
September 2021
Technical stuff
AIM ISA Report Templates
218
views
4
comments
0
points
Most recent by
Nath
September 2021
General
R06 Case Studies
278
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0
comments
0
points
Started by
Gayle
September 2021
CPD & Exams
Training & Development
459
views
3
comments
0
points
Most recent by
Caro
September 2021
Team leaders & managers
Time tracking uses
271
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6
comments
0
points
Most recent by
benjaminfabi
September 2021
Outsourced & freelance paraplanners
AF4 June Paper
162
views
1
comment
0
points
Most recent by
Gayle
September 2021
CPD & Exams
R06 September 2021 - Brand or BTS?
514
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2
comments
0
points
Most recent by
Gayle
September 2021
CPD & Exams
Good speaker on wills, POA & deed of variation
167
views
3
comments
0
points
Most recent by
richallum
August 2021
General
Freelance Work required
264
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0
comments
0
points
Started by
MikeM
August 2021
Outsourced & freelance paraplanners
Complaints to Providers on behalf of clients
259
views
1
comment
0
points
Most recent by
richardgough
August 2021
General
Staff Appraisals
261
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1
comment
0
points
Most recent by
Nath
July 2021
Team leaders & managers
Trust on Pension Death Benefits
212
views
2
comments
0
points
Most recent by
benjaminfabi
July 2021
Technical stuff
Complex Life Assurance - Cancer diagnosis
123
views
2
comments
0
points
Most recent by
KathrynKnowles
July 2021
Products & providers
Flexible Reversionary Trusts
206
views
2
comments
0
points
Most recent by
Charlotte_Collier
July 2021
Technical stuff
Corporate investment - the practical stuff
96
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0
comments
0
points
Started by
Hnew
July 2021
Technical stuff
Cash Flow Modelling
401
views
5
comments
0
points
Most recent by
Andy_Schleider
June 2021
General
Employing staff - costs
258
views
1
comment
0
points
Most recent by
benjaminfabi
June 2021
Outsourced & freelance paraplanners
Ultra Low Cost MPS
424
views
2
comments
0
points
Most recent by
sophieausten
June 2021
Products & providers
SIPP Annual Review with Commercial Property
129
views
2
comments
0
points
Most recent by
GallusAlice
June 2021
Technical stuff
Fintegrate
223
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4
comments
0
points
Most recent by
TimMatthias
June 2021
Technology & IT
R06 July 2021 Exam - Case study out
404
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0
comments
0
points
Started by
Wildcherry
June 2021
CPD & Exams
Trust Register - How are people documenting this in reports
203
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2
comments
0
points
Most recent by
arongunningham
June 2021
Technical stuff
Web Domains
101
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0
comments
0
points
Started by
Nathan
June 2021
Outsourced & freelance paraplanners
Personal Finance Society Paraplanner of the Year Award - Closing Soon!
86
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0
comments
0
points
Started by
Caro
June 2021
General
ESG research
179
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4
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0
points
Most recent by
ruthiebusybee
June 2021
General
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