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JO9 - any advice?
3.4K
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14
comments
0
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Most recent by
Manall_hb
November 2024
CPD & Exams
Two AF exams in same session?
161
views
3
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0
points
Most recent by
benjaminfabi
November 2024
CPD & Exams
Budget October 2024 - Pensions and IHT
273
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6
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0
points
Most recent by
les_cameron
November 2024
Technical stuff
Research Tools - Questionnaire for providers
79
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0
comments
0
points
Started by
LKJ23
November 2024
Technology & IT
AF8 - Cashflow
185
views
3
comments
0
points
Most recent by
RachelHalton
November 2024
CPD & Exams
FE Analytics Exam
159
views
2
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0
points
Most recent by
Nath
November 2024
CPD & Exams
Agent as Client for DIMs and changing DIMs
148
views
5
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0
points
Most recent by
benjaminfabi
October 2024
General
AdviserCloud
62
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0
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0
points
Started by
Kitkil
October 2024
General
SIPPs for non-uk residents
63
views
1
comment
0
points
Most recent by
SA96
October 2024
Technical stuff
Reporting requirements for LSA & LSDBA
87
views
2
comments
0
points
Most recent by
les_cameron
October 2024
Technical stuff
Consideration of the clients workplace pension
139
views
3
comments
0
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Most recent by
les_cameron
October 2024
Technical stuff
Seccl - I'm interested in your views!
72
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0
comments
0
points
Started by
SarahComptonHall
October 2024
Technology & IT
Client servicing level / segmentation
60
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0
comments
0
points
Started by
Jona
October 2024
General
Outsource Paraplanner Firm Seeking Clients
177
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0
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0
points
Started by
Otsrce_Paraplanner
October 2024
Outsourced & freelance paraplanners
Disproportionate bond gains
236
views
6
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0
points
Most recent by
les_cameron
October 2024
Technical stuff
Freelance Paraplanner Seeking Clients
163
views
0
comments
0
points
Started by
CParker
October 2024
Outsourced & freelance paraplanners
Settlor's spouse/civil partner as beneficiary
82
views
2
comments
0
points
Most recent by
les_cameron
October 2024
Technical stuff
CII R0 exam learning materials
159
views
4
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0
points
Most recent by
OlGan
October 2024
CPD & Exams
Bondcalc - Updated
80
views
0
comments
0
points
Started by
sentinel555
October 2024
Technology & IT
Outsourced Paraplanning Charges
350
views
4
comments
0
points
Most recent by
benjaminfabi
October 2024
Outsourced & freelance paraplanners
Labour Changes and Clients wishing to Take PCLS
466
views
17
comments
0
points
Most recent by
benjaminfabi
September 2024
General
Freelance Paraplanning Work Opportunities
188
views
0
comments
0
points
Started by
Tory
September 2024
Outsourced & freelance paraplanners
Time Apportionment Relief
70
views
4
comments
0
points
Most recent by
les_cameron
September 2024
Technical stuff
Offshore bonds & VAT
194
views
1
comment
0
points
Most recent by
TomLloyd_Read
September 2024
Technical stuff
TTFAC - operational practice
59
views
0
comments
0
points
Started by
benjaminfabi
September 2024
Technical stuff
MPS and CIP Support
79
views
0
comments
0
points
Started by
cottesmore22
September 2024
Products & providers
Platform & Investment Research
299
views
3
comments
0
points
Most recent by
cottesmore22
September 2024
Technology & IT
STEP Diploma
152
views
1
comment
0
points
Most recent by
SA96
September 2024
CPD & Exams
AF4 - October Sitting
195
views
2
comments
0
points
Most recent by
petorb
September 2024
CPD & Exams
Enhanced Protection and Transitional Certificate
87
views
3
comments
0
points
Most recent by
SA96
September 2024
Technical stuff
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