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Some questions from someone interested in transitioning to a Paraplanner
158
views
1
comment
0
points
Most recent by
PippaO
September 2023
General
Getting Started
184
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0
comments
0
points
Started by
ResearchRoute
September 2023
Outsourced & freelance paraplanners
Pru TIP
98
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2
comments
0
points
Most recent by
les_cameron
September 2023
Products & providers
when is a pension transfer effected
97
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1
comment
0
points
Most recent by
richardgough
September 2023
Technical stuff
US 401K plans
116
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3
comments
0
points
Most recent by
amarshall
September 2023
Technical stuff
Scheme Specific Tax-Free Cash Query with new LTA regimes
93
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4
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
LTA / Small Pots & max PCLS
140
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7
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
Bond Surrenders and Spousal Exemptions
90
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3
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
AI/ChatGPT right now
232
views
3
comments
0
points
Most recent by
PeterM
September 2023
General
Which banks do platforms use
81
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0
comments
0
points
Started by
richallum
September 2023
Products & providers
State Benefits
433
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5
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
Mandating income
61
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0
comments
0
points
Started by
richallum
September 2023
Products & providers
Smoothed Return options
131
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2
comments
0
points
Most recent by
TimMatthias
September 2023
Technical stuff
CISI Level 6 Past Papers
168
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2
comments
0
points
Most recent by
HR246
August 2023
CPD & Exams
Seeking opportunities for a future in paraplanning! Any tips & advice much appreciated!
229
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2
comments
0
points
Most recent by
SnehaK
August 2023
New to paraplanning
US citizens - options?
62
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0
comments
0
points
Started by
Wildparaplanner
August 2023
Technical stuff
New job
184
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2
comments
0
points
Most recent by
JH0201
August 2023
Paraplanning tips & tricks
AF8- Familiarity Score
134
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0
comments
0
points
Started by
UserTom
August 2023
CPD & Exams
Onshore Bond - Corporate owner
90
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1
comment
0
points
Most recent by
les_cameron
August 2023
Products & providers
AF8 or AF4
248
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4
comments
0
points
Most recent by
Gayle
August 2023
CPD & Exams
You don't need to include cost comparisons in pension switching reports ...
213
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5
comments
0
points
Most recent by
benjaminfabi
August 2023
Technical stuff
Purchased Life Annuity
157
views
4
comments
0
points
Most recent by
KellySelby
August 2023
Products & providers
Offshore Bond In Trust: Assign or Surrender?
174
views
3
comments
0
points
Most recent by
les_cameron
August 2023
Technical stuff
Client portals - Cashcalc v Intelliflo which is best?
165
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1
comment
0
points
Most recent by
TimMatthias
July 2023
Technology & IT
Making gifts to benefit recipients
65
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1
comment
0
points
Most recent by
richardgough
July 2023
General
Professional Indemnity Insurance
603
views
7
comments
0
points
Most recent by
Geoff
July 2023
Outsourced & freelance paraplanners
Safe/Sustainable Withdrawal Rates
160
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2
comments
0
points
Most recent by
Nath
July 2023
Technical stuff
How does your firm structure paraplanning?
204
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2
comments
0
points
Most recent by
ruthiebusybee
July 2023
General
AF5 Workshop
92
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1
comment
0
points
Most recent by
LuizaBTS
July 2023
CPD & Exams
AF8 Assignment 2
385
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1
comment
0
points
Most recent by
Livergoose
July 2023
CPD & Exams
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