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Risk Profiling & Asset Allocation
184
views
1
comment
0
points
Most recent by
Jona
September 2016
Technology & IT
Morningstar or FE?
1K
views
4
comments
0
points
Most recent by
amarshall
September 2016
Technology & IT
Funds with currency hedging
182
views
3
comments
0
points
Most recent by
richardgough
September 2016
Technical stuff
Cost comparisons for transfers into existing SIPPs
207
views
6
comments
0
points
Most recent by
richardgough
September 2016
Technical stuff
AF4
2.8K
views
11
comments
0
points
Most recent by
Suse1969
September 2016
CPD & Exams
Moved: Paraplanner Event - Manchester City Centre 27th October 2016
Closed
1
view
0
comments
0
points
Started by
Claire Goodwin
September 2016
General
Which exam to start with?
630
views
9
comments
0
points
Most recent by
benjaminfabi
August 2016
CPD & Exams
CV Help
786
views
5
comments
0
points
Most recent by
benjaminfabi
August 2016
Paraplanning tips & tricks
R02 Bond pricing query
147
views
2
comments
0
points
Most recent by
benjaminfabi
August 2016
Technical stuff
Paraplanner/Investment Admin opportunity in the South West
146
views
0
comments
0
points
Started by
JamesM
August 2016
General
BPR Investments for Companies
114
views
0
comments
0
points
Started by
PeterM
August 2016
Technical stuff
Bare Trust
152
views
2
comments
0
points
Most recent by
Carlyd
August 2016
Technical stuff
Calculating periodic tax charge for WOL in discretionary trust
173
views
2
comments
0
points
Most recent by
elmacdon
August 2016
Technical stuff
Pension Death Benefits Changes 2017/18?
464
views
6
comments
0
points
Most recent by
richardgough
August 2016
Technical stuff
Career Opportunity at EQ Investors
182
views
0
comments
0
points
Started by
VictoriaG
August 2016
General
PET when setting up a joint bond.
137
views
2
comments
0
points
Most recent by
frances-ford
August 2016
Technical stuff
R05 - Financial Protection
549
views
2
comments
0
points
Most recent by
benjaminfabi
August 2016
CPD & Exams
The Patterson Group
215
views
0
comments
0
points
Started by
amarshall
August 2016
CPD & Exams
SSAS Loanback Security
227
views
5
comments
0
points
Most recent by
Colinstewart76
July 2016
Technical stuff
Want to help CISI shape the future of paraplanning?
103
views
0
comments
0
points
Started by
richallum
July 2016
General
Adviser to Paraplanner and Admin ratios
519
views
5
comments
0
points
Most recent by
BecciJ
July 2016
General
AF3 Exam
335
views
2
comments
0
points
Most recent by
Jamie_Barnes
July 2016
CPD & Exams
Back Office Systems/CRMs
268
views
1
comment
0
points
Most recent by
Suse1969
July 2016
Technology & IT
UK Property Funds Since Brexit
254
views
5
comments
0
points
Most recent by
Ralfos
July 2016
Products & providers
Cash Rates
108
views
0
comments
0
points
Started by
PeterM
July 2016
Products & providers
Excel power tips!
851
views
16
comments
0
points
Most recent by
Claire Goodwin
July 2016
Technology & IT
Power of Attorney and DFM
167
views
0
comments
0
points
Started by
VictoriaG
July 2016
Technical stuff
Mid tax year Salary Sacrifice
218
views
4
comments
0
points
Most recent by
JoCHague
July 2016
Technical stuff
401(k)'s in the UK
124
views
0
comments
0
points
Started by
JoCHague
July 2016
Technical stuff
ROPS Repatriation
175
views
2
comments
0
points
Most recent by
Ralfos
July 2016
Products & providers
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