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ESG and Impact Investing
60
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1
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0
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Most recent by
alam_wealthkid
September 2020
Technical stuff
R06 - July Results
278
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5
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0
points
Most recent by
jhardingham
September 2020
CPD & Exams
Just checking in....
202
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4
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0
points
Most recent by
Caroline_Singleton
August 2020
General
Initial Client Contact Protocol
63
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0
comments
0
points
Started by
GallusAlice
August 2020
General
R03 Help
390
views
9
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0
points
Most recent by
RyanBrown
August 2020
CPD & Exams
APS ISAs
67
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2
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0
points
Most recent by
rwooffatst
August 2020
Technical stuff
R03 - Please Help!
258
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29
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0
points
Most recent by
richardgough
August 2020
CPD & Exams
What industry awards are there for Financial Advisers?
58
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0
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0
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Started by
RickSanchez
August 2020
General
Emergency Tax
86
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2
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0
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Most recent by
Nath
August 2020
Technical stuff
Advertising / Marketing
81
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3
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0
points
Most recent by
Rcaisley
August 2020
General
Careers - the best move to make?
245
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4
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0
points
Most recent by
Caroline_Singleton
August 2020
General
R06 Example Analysis
102
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1
comment
0
points
Most recent by
JonPaulEllis
August 2020
CPD & Exams
Barriers to exit - platforms refusing to convert funds
60
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2
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0
points
Most recent by
Jamie_Barnes
August 2020
Products & providers
Retirement Options
168
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6
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0
points
Most recent by
Caroline_Singleton
August 2020
Paraplanning tips & tricks
Supporting One Another
1.7K
views
71
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0
points
Most recent by
Clairebear512
August 2020
General
IHT cumulation - failed PETs and CLTs
138
views
3
comments
0
points
Most recent by
Chris
August 2020
CPD & Exams
Advertising/marketing question
67
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0
comments
0
points
Started by
Andy_Schleider
August 2020
Outsourced & freelance paraplanners
Infographics on Reports
317
views
10
comments
0
points
Most recent by
parawhat
August 2020
Paraplanning tips & tricks
Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits
439
views
13
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0
points
Most recent by
parawhat
August 2020
Paraplanning tips & tricks
Tax Reclaim- pension withdrawal
88
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4
comments
0
points
Most recent by
arongunningham
July 2020
CPD & Exams
FundsNetwork SIPP - Small Pots
67
views
2
comments
0
points
Most recent by
MartinRooks
July 2020
Products & providers
DB APTA and future annuity
83
views
1
comment
0
points
Most recent by
Suse1969
July 2020
Technical stuff
Platforms and Annual Reviews
116
views
2
comments
0
points
Most recent by
arongunningham
July 2020
Products & providers
Volunteering Opportunity
106
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0
comments
0
points
Started by
leodennis94
July 2020
New to paraplanning
TVC Help - State Pension Adjustment
117
views
4
comments
0
points
Most recent by
Andy_Schleider
July 2020
Technical stuff
Deferring the State Pension
103
views
3
comments
0
points
Most recent by
Northface
July 2020
Technical stuff
Paraplanners wanted for paid research project
139
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0
comments
0
points
Started by
richallum
July 2020
General
Tax planning software
58
views
0
comments
0
points
Started by
Chris_Hindle1
July 2020
Technology & IT
AF1 - anyone planning on taking in October?
161
views
5
comments
0
points
Most recent by
LiamD0529
July 2020
CPD & Exams
Pru Tax Relief Modeller
90
views
0
comments
0
points
Started by
Nath
July 2020
Technical stuff
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