The Big Tent

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• Client Meeting Attendance

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• Freelance Paraplanner Required

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• Advanced Diploma

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• AF1 Past Papers

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• Transactional Advice

  93 views 0 comments 0 points Started by Yonkers420 November 2019 General
• R06 Oct19

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• Top Slicing

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• Charges Paid over the past year - Annual Review

  247 views 8 comments 0 points Most recent by Oldhandnewhand November 2019Technical stuff
• Protection Qualifications

  102 views 0 comments 0 points Started by Scottlaw52 November 2019 CPD & Exams
• Freelance Paraplanner Available

  179 views 0 comments 0 points Started by DSCFConsultingLtd November 2019 Outsourced & freelance paraplanners
• Bond Transfer

  116 views 1 comment 0 points Most recent by richardgough November 2019Technical stuff
• D2C Platform

  68 views 0 comments 0 points Started by Yonkers420 November 2019 General
• How do you present your reports?

  295 views 5 comments 0 points Most recent by ruthiebusybee November 2019General
• R05

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• Outsourced Paraplanners - Business Banking

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• RO1 - Giving Supervised Advice

  328 views 3 comments 0 points Most recent by Clare_Weight November 2019CPD & Exams
• Streamline processes: Replacement Policy Forms/Research Rationale necessary? Appendices on CD OK?

  269 views 10 comments 0 points Most recent by Suse1969 November 2019General
• PROD

  146 views 1 comment 0 points Most recent by benjaminfabi November 2019Technical stuff
• Business Owners - Business Broadband suggestions please

  114 views 1 comment 0 points Most recent by benjaminfabi November 2019Outsourced & freelance paraplanners
• Help with PETs

  143 views 1 comment 0 points Most recent by Oldhandnewhand November 2019Technical stuff
• USS Superannuation Pension Input

  94 views 1 comment 0 points Most recent by Calvert76 November 2019Technical stuff
• R01 mock question packs

  407 views 10 comments 0 points Most recent by stacey_smith November 2019CPD & Exams
• "Excepted" Group Life Policies

  105 views 1 comment 0 points Most recent by Jona November 2019Technical stuff
• RO4 Study Material

  132 views 0 comments 0 points Started by sophiehutchings95 November 2019 New to paraplanning
• State Pension Increase - when does it get paid

  131 views 3 comments 0 points Most recent by Irene November 2019General
• PET - CLT - PET

  236 views 5 comments 0 points Most recent by Oldhandnewhand October 2019Technical stuff