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Two AF exams in same session?
119
views
3
comments
0
points
Most recent by
benjaminfabi
November 2024
CPD & Exams
Budget October 2024 - Pensions and IHT
262
views
6
comments
0
points
Most recent by
les_cameron
November 2024
Technical stuff
Research Tools - Questionnaire for providers
61
views
0
comments
0
points
Started by
LKJ23
November 2024
Technology & IT
AF8 - Cashflow
150
views
3
comments
0
points
Most recent by
RachelHalton
November 2024
CPD & Exams
FE Analytics Exam
131
views
2
comments
0
points
Most recent by
Nath
November 2024
CPD & Exams
Agent as Client for DIMs and changing DIMs
132
views
5
comments
0
points
Most recent by
benjaminfabi
October 2024
General
AdviserCloud
58
views
0
comments
0
points
Started by
Kitkil
October 2024
General
SIPPs for non-uk residents
58
views
1
comment
0
points
Most recent by
SA96
October 2024
Technical stuff
Reporting requirements for LSA & LSDBA
78
views
2
comments
0
points
Most recent by
les_cameron
October 2024
Technical stuff
Consideration of the clients workplace pension
117
views
3
comments
0
points
Most recent by
les_cameron
October 2024
Technical stuff
Seccl - I'm interested in your views!
62
views
0
comments
0
points
Started by
SarahComptonHall
October 2024
Technology & IT
Client servicing level / segmentation
43
views
0
comments
0
points
Started by
Jona
October 2024
General
Outsource Paraplanner Firm Seeking Clients
128
views
0
comments
0
points
Started by
Otsrce_Paraplanner
October 2024
Outsourced & freelance paraplanners
Disproportionate bond gains
218
views
6
comments
0
points
Most recent by
les_cameron
October 2024
Technical stuff
Freelance Paraplanner Seeking Clients
126
views
0
comments
0
points
Started by
CParker
October 2024
Outsourced & freelance paraplanners
Settlor's spouse/civil partner as beneficiary
78
views
2
comments
0
points
Most recent by
les_cameron
October 2024
Technical stuff
CII R0 exam learning materials
129
views
4
comments
0
points
Most recent by
OlGan
October 2024
CPD & Exams
Bondcalc - Updated
66
views
0
comments
0
points
Started by
sentinel555
October 2024
Technology & IT
Outsourced Paraplanning Charges
258
views
4
comments
0
points
Most recent by
benjaminfabi
October 2024
Outsourced & freelance paraplanners
Labour Changes and Clients wishing to Take PCLS
438
views
17
comments
0
points
Most recent by
benjaminfabi
September 2024
General
Freelance Paraplanning Work Opportunities
136
views
0
comments
0
points
Started by
Tory
September 2024
Outsourced & freelance paraplanners
Time Apportionment Relief
63
views
4
comments
0
points
Most recent by
les_cameron
September 2024
Technical stuff
Offshore bonds & VAT
110
views
1
comment
0
points
Most recent by
TomLloyd_Read
September 2024
Technical stuff
TTFAC - operational practice
49
views
0
comments
0
points
Started by
benjaminfabi
September 2024
Technical stuff
MPS and CIP Support
71
views
0
comments
0
points
Started by
cottesmore22
September 2024
Products & providers
Platform & Investment Research
284
views
3
comments
0
points
Most recent by
cottesmore22
September 2024
Technology & IT
STEP Diploma
104
views
1
comment
0
points
Most recent by
SA96
September 2024
CPD & Exams
AF4 - October Sitting
146
views
2
comments
0
points
Most recent by
petorb
September 2024
CPD & Exams
Enhanced Protection and Transitional Certificate
78
views
3
comments
0
points
Most recent by
SA96
September 2024
Technical stuff
Pensions Engagement Season 2024 - useful resources
50
views
0
comments
0
points
Started by
Ssandle
September 2024
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