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DB Transfers for people past Normal Retirement Age
134
views
1
comment
0
points
Most recent by
les_cameron
January 16
Technical stuff
Bonds, Lives Assured & Insurable Interest
131
views
1
comment
0
points
Most recent by
les_cameron
January 9
Technical stuff
Freelance and Outsourced Paraplanner
288
views
0
comments
0
points
Started by
assured_paraplanning
January 8
Outsourced & freelance paraplanners
DFMs and VAT
165
views
1
comment
0
points
Most recent by
TomLloyd_Read
January 5
Technical stuff
BTS Study Guide vs CII Textbook
275
views
1
comment
0
points
Most recent by
LuizaBTS
January 3
CPD & Exams
New lifetime allowance technical notes from Prudential / M&G
144
views
0
comments
0
points
Started by
richallum
January 3
Technical stuff
Scheme Specific TFC and the new Lump Sum Allowance
164
views
2
comments
0
points
Most recent by
benjaminfabi
December 2023
Technical stuff
AF Exams 2023 - Simultaneous AF study
628
views
11
comments
0
points
Most recent by
PeterM
December 2023
CPD & Exams
Pension Contributions Over 75
156
views
1
comment
0
points
Most recent by
les_cameron
December 2023
Technical stuff
NEW LTA Rules
327
views
16
comments
0
points
Most recent by
les_cameron
December 2023
Technical stuff
L&G Fixed Term Retirement Plan - LTA query
140
views
1
comment
0
points
Most recent by
les_cameron
December 2023
Technical stuff
Cash Management Services/Platforms
346
views
10
comments
0
points
Most recent by
MothiusManius
December 2023
Products & providers
Trustee Bank Account?
145
views
2
comments
0
points
Most recent by
SA96
December 2023
Products & providers
Investments for B-Corp company
113
views
3
comments
0
points
Most recent by
TimMatthias
December 2023
General
PEP and Sanctions Checks for new clients
81
views
1
comment
0
points
Most recent by
Steven_McBurnie
November 2023
Technical stuff
Bond Owner different to Life Assured Considerations
148
views
1
comment
0
points
Most recent by
les_cameron
November 2023
Technical stuff
Offshore 'Pensions'
84
views
1
comment
0
points
Most recent by
richallum
November 2023
Technical stuff
Offshore bond withdrawal strategy
145
views
4
comments
0
points
Most recent by
amarshall
November 2023
Technical stuff
DFM proposes using a professional fund for a retail client - issues and thoughts?
60
views
0
comments
0
points
Started by
Benc4032
November 2023
Technical stuff
AF4 revision course
187
views
3
comments
0
points
Most recent by
StephenS1990
November 2023
CPD & Exams
AF5 - February 2024
142
views
1
comment
0
points
Most recent by
leroyle
November 2023
CPD & Exams
CFA Certificate in ESG Investing
137
views
2
comments
0
points
Most recent by
leroyle
November 2023
CPD & Exams
Scheme-specific Tax Free Cash Entitlement
91
views
2
comments
0
points
Most recent by
Paulrobo10
November 2023
Technical stuff
AF5 Results
153
views
1
comment
0
points
Most recent by
AnnBrand
November 2023
CPD & Exams
Best Cashflow
604
views
6
comments
0
points
Most recent by
AK23
October 2023
Technology & IT
How often to issue RPQ
152
views
3
comments
0
points
Most recent by
benjaminfabi
October 2023
General
Brand FT or Wizard Learning?
400
views
6
comments
0
points
Most recent by
SimonT
October 2023
CPD & Exams
Scheme Specific PCLS - brain hurting
138
views
5
comments
0
points
Most recent by
benjaminfabi
October 2023
Technical stuff
Will beneficiary FAD be taxed as income or not?
164
views
2
comments
0
points
Most recent by
benjaminfabi
October 2023
Technical stuff
Discount Code
160
views
0
comments
0
points
Started by
Asturgess
October 2023
CPD & Exams
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