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History of provider name changes, takeovers and merges etc.
158
views
4
comments
0
points
Most recent by
PPWow
May 2021
General
Life Protection Shortfall Calculator
138
views
2
comments
0
points
Most recent by
Complady
May 2021
Technical stuff
Back office data and Regulatory data
155
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2
comments
0
points
Most recent by
richallum
May 2021
General
How could I assist (you) a paraplanner and in turn the adviser best
176
views
1
comment
0
points
Most recent by
Anna03
May 2021
General
Unitised with-profits help
157
views
1
comment
0
points
Most recent by
Gustavo_Fring
May 2021
Technical stuff
R06 before R01?
203
views
1
comment
0
points
Most recent by
SA96
May 2021
CPD & Exams
R05 study material
221
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1
comment
0
points
Most recent by
DaleLucas
May 2021
CPD & Exams
AF2 / J03 exam guides, past papers
160
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1
comment
0
points
Most recent by
Sam_T
May 2021
CPD & Exams
R01 Study materials help
316
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1
comment
0
points
Most recent by
Andy_Schleider
May 2021
General
Diploma in Financial Planning
435
views
4
comments
0
points
Most recent by
Nicole
May 2021
CPD & Exams
Client contact, collaboration & messaging systems
166
views
3
comments
0
points
Most recent by
richallum
April 2021
Outsourced & freelance paraplanners
R03 Help!
304
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3
comments
0
points
Most recent by
Anna03
April 2021
CPD & Exams
AF8
11.4K
views
39
comments
0
points
Most recent by
Anna03
April 2021
CPD & Exams
Your own platform?
148
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0
comments
0
points
Started by
Anna
April 2021
Technology & IT
R0 exams
596
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4
comments
0
points
Most recent by
Andy_Schleider
April 2021
CPD & Exams
R06 before R04?
273
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2
comments
0
points
Most recent by
LuizaBTS
April 2021
CPD & Exams
DB transfer summary page
158
views
4
comments
0
points
Most recent by
Colinstewart76
April 2021
Technical stuff
R06 April 2021
1.3K
views
13
comments
0
points
Most recent by
Pattersons
April 2021
CPD & Exams
How many of us are there?
165
views
2
comments
0
points
Most recent by
PPWow
March 2021
General
MPAA / voluntary scheme pays
170
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2
comments
0
points
Most recent by
benjaminfabi
March 2021
Technical stuff
R03 Question Query
642
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2
comments
0
points
Most recent by
cj001
March 2021
CPD & Exams
No experience but part-qualified - Admin or Trainee Paraplanner role?
680
views
4
comments
0
points
Most recent by
SW1990
March 2021
New to paraplanning
Pension Beneficary Lifetime Allowance & post 75 pension contributions
160
views
1
comment
0
points
Most recent by
arongunningham
March 2021
Technical stuff
State Pension
153
views
4
comments
0
points
Most recent by
Chris82
March 2021
Technical stuff
Share options taxation
167
views
2
comments
0
points
Most recent by
Chris_Hindle1
March 2021
Technical stuff
J09
949
views
7
comments
0
points
Most recent by
airvine1
March 2021
CPD & Exams
AF1 Feb 21
483
views
8
comments
0
points
Most recent by
FD1995
March 2021
CPD & Exams
Fancy helping out the PFS Paraplanner Panel?
214
views
0
comments
0
points
Started by
Caro
March 2021
General
Defaqto & Dynamic Planner
683
views
5
comments
0
points
Most recent by
Anna03
March 2021
Products & providers
Contributing to your pension over the Annual allowance
338
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7
comments
0
points
Most recent by
Vicki_Hardy2
March 2021
Technical stuff
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