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CISI Level 6 Past Papers
180
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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!
233
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2
comments
0
points
Most recent by
SnehaK
August 2023
New to paraplanning
US citizens - options?
65
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0
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0
points
Started by
Wildparaplanner
August 2023
Technical stuff
New job
189
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2
comments
0
points
Most recent by
JH0201
August 2023
Paraplanning tips & tricks
AF8- Familiarity Score
142
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0
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0
points
Started by
UserTom
August 2023
CPD & Exams
Onshore Bond - Corporate owner
91
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1
comment
0
points
Most recent by
les_cameron
August 2023
Products & providers
AF8 or AF4
252
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4
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0
points
Most recent by
Gayle
August 2023
CPD & Exams
You don't need to include cost comparisons in pension switching reports ...
216
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5
comments
0
points
Most recent by
benjaminfabi
August 2023
Technical stuff
Purchased Life Annuity
161
views
4
comments
0
points
Most recent by
KellySelby
August 2023
Products & providers
Offshore Bond In Trust: Assign or Surrender?
198
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3
comments
0
points
Most recent by
les_cameron
August 2023
Technical stuff
Client portals - Cashcalc v Intelliflo which is best?
179
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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
614
views
7
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0
points
Most recent by
Geoff
July 2023
Outsourced & freelance paraplanners
Safe/Sustainable Withdrawal Rates
161
views
2
comments
0
points
Most recent by
Nath
July 2023
Technical stuff
How does your firm structure paraplanning?
208
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2
comments
0
points
Most recent by
ruthiebusybee
July 2023
General
AF5 Workshop
94
views
1
comment
0
points
Most recent by
LuizaBTS
July 2023
CPD & Exams
AF8 Assignment 2
408
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1
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0
points
Most recent by
Livergoose
July 2023
CPD & Exams
Paying private school fees via Ltd Company
231
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3
comments
0
points
Most recent by
TomLloyd_Read
June 2023
Technical stuff
(Yet more) Top-slicing changes
145
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1
comment
0
points
Most recent by
paranoidplanner
June 2023
Technical stuff
Paraplanner Manager - What does it entail exactly?
317
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5
comments
0
points
Most recent by
Pietro
June 2023
Team leaders & managers
R01 FSCS Compensation Question help please
144
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2
comments
0
points
Most recent by
georgeross99
June 2023
CPD & Exams
New SSAS
109
views
3
comments
0
points
Most recent by
amarshall
June 2023
Technical stuff
Curtis Banks SIPP query
102
views
1
comment
0
points
Most recent by
Steven_McBurnie
June 2023
Technical stuff
Freelance Chartered Paraplanner looking for new opportunities
334
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1
comment
0
points
Most recent by
heidiwitham03
June 2023
Outsourced & freelance paraplanners
Director holdings in PLC - moving shares from SSAS to SIPP
58
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0
comments
0
points
Started by
Wildparaplanner
June 2023
Technical stuff
RNRB & Downsizing Relief - Technical Question
84
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3
comments
0
points
Most recent by
richardgough
June 2023
Technical stuff
Offshore Bond providers who offer Term Deposits
75
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2
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0
points
Most recent by
PeterM
June 2023
Products & providers
MWPA 1882 and powers held by the trustees to vary beneficiary
81
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2
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0
points
Most recent by
ruthiebusybee
June 2023
Technical stuff
GIAs & Bonds held in SIPP
280
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2
comments
0
points
Most recent by
les_cameron
June 2023
Technical stuff
Smart Pension Charges
49
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0
comments
0
points
Started by
TimMatthias
May 2023
Products & providers
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