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Jersey / Guernsey Trustee suggestions
26
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0
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0
points
Started by
MothiusManius
February 7
Technical stuff
List of providers for sending LOAs
125
views
3
comments
0
points
Most recent by
SD30
February 7
Products & providers
Overseas pensions
70
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1
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0
points
Most recent by
Theresa_Dixon
February 4
CPD & Exams
PFS Paraplanner Networking sessions - Starting next month
81
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2
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0
points
Most recent by
Caro
February 3
General
VCT EIS research
973
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14
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0
points
Most recent by
Abrahaj
February 3
Products & providers
Morningstar Update
99
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2
comments
0
points
Most recent by
SteveC
February 1
Technology & IT
Apprentice - Financial services administrator
342
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5
comments
0
points
Most recent by
BeckyJ
January 28
Team leaders & managers
FE Analytics issues
120
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6
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0
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Most recent by
richallum
January 28
Technology & IT
Taxation of Investment Bond Gains - Policy owner = exactors of estate
134
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10
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0
points
Most recent by
amelia1983
January 27
Technical stuff
Advisory Centralised Investment Proposition - portfolio change charge disclosure
86
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7
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0
points
Most recent by
benjaminfabi
January 26
Technical stuff
Mifid 10% drop notifications
68
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0
comments
0
points
Started by
TimMatthias
January 25
General
NHS Pension Scheme Advice
103
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1
comment
0
points
Most recent by
DaleLucas
January 25
General
Most efficient strategy to pass R01 to R06?
263
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5
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0
points
Most recent by
Ugi89
January 23
CPD & Exams
Constructive Upwards Feedback Help Required
186
views
8
comments
0
points
Most recent by
richallum
January 21
Team leaders & managers
Nominee Flexi-Access Drawdown query
91
views
1
comment
0
points
Most recent by
benjaminfabi
January 20
Technical stuff
Tests for taking on paraplanners
741
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8
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0
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Most recent by
Clare_Weight
January 20
Team leaders & managers
Work Tracker
163
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2
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0
points
Most recent by
Clare_Weight
January 17
General
Suitability Report Templates / Tools
701
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8
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0
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Most recent by
Consiglo
January 14
Administrator's Tent
R06 Jan 22
215
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5
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0
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Most recent by
elspel
January 13
CPD & Exams
Visual tools to explain technical concepts or portray information?
199
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3
comments
0
points
Most recent by
DanAtkinsonUK
January 11
Paraplanning tips & tricks
Remote Exams
98
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0
comments
0
points
Started by
rwooffatst
January 6
CPD & Exams
R04
563
views
7
comments
0
points
Most recent by
carrisn
January 6
CPD & Exams
J10 - Discretionary Investment Management
113
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0
comments
0
points
Started by
robht5
January 5
CPD & Exams
Bare Trusts - who are you advising??
132
views
2
comments
0
points
Most recent by
ruthiebusybee
December 2021
General
DGT tax on death of settlor - Technical Question
241
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4
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0
points
Most recent by
benjaminfabi
December 2021
Technical stuff
Changing careers within financial services
632
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10
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0
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Most recent by
Admin
December 2021
New to paraplanning
Moved: DGT tax on death of settlor - Technical Question
Closed
1
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0
comments
0
points
Started by
benjaminfabi
December 2021
Technology & IT
R03 Income Tax
110
views
1
comment
0
points
Most recent by
SussexParaplanner
December 2021
CPD & Exams
R01-06 - Aviva Notes
26.1K
views
32
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0
points
Most recent by
Surjit101
December 2021
CPD & Exams
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