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Investment Bond encashment within a SSAS
66
views
2
comments
0
points
Most recent by
Colin1980
January 11
Technical stuff
Trust/ MWPA help
114
views
5
comments
0
points
Most recent by
Caro
January 8
Technical stuff
Charging for telephone calls to providers
153
views
3
comments
0
points
Most recent by
arongunningham
January 7
Outsourced & freelance paraplanners
MiFID II Ex-ante disclosure for fund switches/portfolio changes
445
views
7
comments
0
points
Most recent by
benjaminfabi
December 2020
Technical stuff
Difference between a Model Portfolio vs ie Scottish Widows Pension Portfolio or RL Governed Portfoli
146
views
8
comments
0
points
Most recent by
arongunningham
December 2020
Technical stuff
RO2 question query
137
views
4
comments
0
points
Most recent by
ClaireE1
December 2020
CPD & Exams
Transferring stock to a spouse
87
views
1
comment
0
points
Most recent by
PPWow
December 2020
Technical stuff
Help on R04
124
views
3
comments
0
points
Most recent by
Anna03
December 2020
CPD & Exams
Project management - webinars/reading?
112
views
4
comments
0
points
Most recent by
ruthiebusybee
December 2020
General
Help for anyone trying to break into Paraplanning and financial planning
200
views
1
comment
0
points
Most recent by
StephenH
December 2020
New to paraplanning
AF1 - February 2021
96
views
0
comments
0
points
Started by
Alexander
December 2020
CPD & Exams
Are you organising a virtual Christmas do?
135
views
5
comments
0
points
Most recent by
Clare_Weight
December 2020
General
Complete IT support shake-up - opinions please!
399
views
18
comments
0
points
Most recent by
richallum
December 2020
Technology & IT
Dutch funds for UK investors
63
views
2
comments
0
points
Most recent by
DanAtkinsonUK
December 2020
Technical stuff
Initial Costs
155
views
3
comments
0
points
Most recent by
Andy_Schleider
December 2020
Outsourced & freelance paraplanners
MPS Info
113
views
3
comments
0
points
Most recent by
arongunningham
December 2020
Technical stuff
AF exams - sitting more than one at a time
175
views
4
comments
0
points
Most recent by
SW1990
December 2020
CPD & Exams
Pension Switching - Selectapension vs Adviserasset
93
views
1
comment
0
points
Most recent by
richardgough
November 2020
Products & providers
Pension sharing and getting information from providers
79
views
2
comments
0
points
Most recent by
Marta
November 2020
Technical stuff
Future paraplanner seeking career advice
638
views
15
comments
0
points
Most recent by
Gradient
November 2020
New to paraplanning
VAT & BPR products
75
views
3
comments
0
points
Most recent by
james_macaulay
November 2020
Technical stuff
Dynamic Planner - Hints & Tips?
203
views
4
comments
0
points
Most recent by
SteveC
November 2020
Paraplanning tips & tricks
R06 January 2021
217
views
1
comment
0
points
Most recent by
Royals430
November 2020
CPD & Exams
The Paraplanner Standard .....?
221
views
5
comments
0
points
Most recent by
bambi
November 2020
General
R04
4K
views
63
comments
0
points
Most recent by
Ugi89
November 2020
CPD & Exams
NHS Pension Input
86
views
1
comment
0
points
Most recent by
GarethM
November 2020
Technical stuff
Recycling Equity Release funds into a DGT
92
views
2
comments
0
points
Most recent by
LouieD12
November 2020
Technical stuff
Changing careers within financial services
214
views
5
comments
0
points
Most recent by
AlexM
November 2020
New to paraplanning
Professional Attorney
37
views
0
comments
0
points
Started by
Hucko
November 2020
General
R04
385
views
6
comments
0
points
Most recent by
mrb
November 2020
CPD & Exams
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