The Big Tent

• Back office software

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• Carry forward

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• Studying techniques

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• O/S paraplanner with Tenet advisers

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• Identifying a client's history of financial ill-discipline - impact on DB transfer cases

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• Adding charges to past performance in Analytics

  141 views 1 comment 0 points Most recent by Nathan January 2019Paraplanning tips & tricks
• Westerby Trustee Services Limited

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• What KPIs do you use at staff reviews.

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• APTA assumptions for post NRA members

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• Tapered AA idea

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• Regulated Retail Investment Adviser Re-Evaluation (RAR)

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• Powwow in the Middle - 16 January 2019

  113 views 1 comment 0 points Most recent by Admin January 2019Our news
• Fund Based Commission

  126 views 1 comment 0 points Most recent by arongunningham January 2019Technical stuff
• Risk & Capacity for loss

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• Exams AND Coursework at the same time....

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• AF8 - Cashflow tool

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• R04 in 5 Weeks

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• AF8

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• Help TVC!

  169 views 4 comments 0 points Most recent by Yonkers420 January 2019Technical stuff
• Investments for 17 (nearly 18) year old

  185 views 10 comments 0 points Most recent by Yonkers420 January 2019Technical stuff
• Panacea Calculators

  256 views 1 comment 0 points Most recent by parawhat December 2018Paraplanning tips & tricks
• Scheme pays vs self pay

  160 views 5 comments 0 points Most recent by RoxyParaplanner December 2018General
• Bespoke Training Solutions

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• New classroom based Diploma in Regulated Financial Planning

  319 views 4 comments 0 points Most recent by Andy_Schleider December 2018CPD & Exams
• Invidion IS back

  533 views 12 comments 0 points Most recent by Nath December 2018Paraplanning tips & tricks
• Increase in DIS whilst in Serious Ill Health

  142 views 2 comments 0 points Most recent by Jona December 2018Technical stuff
• Cashflow projections for DB transfers

  167 views 2 comments 0 points Most recent by Colinstewart76 December 2018Technical stuff
• Advisers look to shift duties to paraplanners

  419 views 9 comments 0 points Most recent by Clare_Weight December 2018General
• Howwow online: Putting protection through its paces with Aegon - 19 December 2019

  79 views 0 comments 0 points Started by Admin December 2018 Our news
• What to do while waiting for your results

  430 views 7 comments 0 points Most recent by Kmomia82 December 2018CPD & Exams