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SIPP Annual Review with Commercial Property
129
views
2
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0
points
Most recent by
GallusAlice
June 2021
Technical stuff
Fintegrate
223
views
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
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0
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Started by
Wildcherry
June 2021
CPD & Exams
Trust Register - How are people documenting this in reports
203
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2
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0
points
Most recent by
arongunningham
June 2021
Technical stuff
Web Domains
101
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0
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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
Pension Cost Comparison (OCF v OCF or OCF v MIFID II charges)
191
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2
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0
points
Most recent by
Mosher
June 2021
Technical stuff
When to report chargeable events
686
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2
comments
0
points
Most recent by
ruthiebusybee
June 2021
General
IHT & Trusts
200
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3
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0
points
Most recent by
richardgough
June 2021
Technical stuff
Voyant question: Earnings Growth
107
views
1
comment
0
points
Most recent by
richardgough
May 2021
Technical stuff
For any paraplanners who'd like to raise their profile
212
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0
comments
0
points
Started by
Admin
May 2021
General
QROPS Quandary
113
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0
comments
0
points
Started by
PKO7375
May 2021
Technical stuff
AF4 & PCIAM
341
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1
comment
0
points
Most recent by
Gayle
May 2021
CPD & Exams
History of provider name changes, takeovers and merges etc.
145
views
4
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0
points
Most recent by
PPWow
May 2021
General
Life Protection Shortfall Calculator
118
views
2
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0
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Most recent by
Complady
May 2021
Technical stuff
Back office data and Regulatory data
131
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2
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0
points
Most recent by
richallum
May 2021
General
How could I assist (you) a paraplanner and in turn the adviser best
155
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1
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0
points
Most recent by
Anna03
May 2021
General
Unitised with-profits help
140
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1
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0
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Most recent by
Gustavo_Fring
May 2021
Technical stuff
R06 before R01?
194
views
1
comment
0
points
Most recent by
SA96
May 2021
CPD & Exams
R05 study material
182
views
1
comment
0
points
Most recent by
DaleLucas
May 2021
CPD & Exams
AF2 / J03 exam guides, past papers
124
views
1
comment
0
points
Most recent by
Sam_T
May 2021
CPD & Exams
R01 Study materials help
276
views
1
comment
0
points
Most recent by
Andy_Schleider
May 2021
General
Diploma in Financial Planning
408
views
4
comments
0
points
Most recent by
Nicole
May 2021
CPD & Exams
Client contact, collaboration & messaging systems
153
views
3
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0
points
Most recent by
richallum
April 2021
Outsourced & freelance paraplanners
R03 Help!
281
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3
comments
0
points
Most recent by
Anna03
April 2021
CPD & Exams
Investment Pathways
390
views
7
comments
0
points
Most recent by
Nathan
April 2021
Technical stuff
AF8
10.1K
views
39
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0
points
Most recent by
Anna03
April 2021
CPD & Exams
Your own platform?
126
views
0
comments
0
points
Started by
Anna
April 2021
Technology & IT
R0 exams
501
views
4
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0
points
Most recent by
Andy_Schleider
April 2021
CPD & Exams
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