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Smart Pension Charges
49
views
0
comments
0
points
Started by
TimMatthias
May 2023
Products & providers
TRS Headache
145
views
3
comments
0
points
Most recent by
Wildparaplanner
May 2023
Technical stuff
Offshore Bond Technical Support
120
views
3
comments
0
points
Most recent by
les_cameron
May 2023
Technical stuff
Difference between J09 and R06
202
views
2
comments
0
points
Most recent by
Vics03
May 2023
CPD & Exams
LVL 6 exams
320
views
4
comments
0
points
Most recent by
Steven_McBurnie
May 2023
CPD & Exams
Cost and Charges Calculator
140
views
2
comments
0
points
Most recent by
LWheel2003
May 2023
Technical stuff
Annual Reviews / FE Analytics / Simplybiz Annual Review Template
137
views
0
comments
0
points
Started by
Colin1980
May 2023
General
Tax on bond surrender - onshore
114
views
2
comments
0
points
Most recent by
les_cameron
May 2023
Technical stuff
AF8 - Assignment 3 - Do I completely disregard Assignment 2?
354
views
0
comments
0
points
Started by
Hans123
May 2023
CPD & Exams
Mortgage Broker - retrain as a Paraplanner?
83
views
0
comments
0
points
Started by
MrsG26
May 2023
General
Researching EURO denominated funds
42
views
1
comment
0
points
Most recent by
TomLloyd_Read
May 2023
Technical stuff
WOL policy in discretionary trust to use annual IHT exemptions
85
views
2
comments
0
points
Most recent by
Wildparaplanner
May 2023
Technical stuff
Fincalc (O&M) Feedback
117
views
1
comment
0
points
Most recent by
PDH
May 2023
Products & providers
FE Analytics issues
246
views
7
comments
0
points
Most recent by
ChrisW
May 2023
Technology & IT
Bonus Sacrifice with Tapered Annual Allowance
116
views
2
comments
0
points
Most recent by
TimMatthias
May 2023
Technical stuff
AF5
246
views
1
comment
0
points
Most recent by
SophSmith
May 2023
CPD & Exams
LTA and order of taking from each scheme
132
views
5
comments
0
points
Most recent by
Nath
April 2023
Technical stuff
Death and dying
245
views
4
comments
0
points
Most recent by
Claire Goodwin
April 2023
Technical stuff
Firm Compliance/Technical Support Providers
68
views
1
comment
0
points
Most recent by
TimMatthias
April 2023
Products & providers
Where to start for researching Sharia/Islamic compliant investments
98
views
2
comments
0
points
Most recent by
TimMatthias
April 2023
Technical stuff
Report Writing & File Check Processes?
199
views
0
comments
0
points
Started by
leroyle
April 2023
Paraplanning tips & tricks
PCIAM June 2023
304
views
2
comments
0
points
Most recent by
leroyle
April 2023
CPD & Exams
SSAS administrators and self-trading Investment Accounts
67
views
2
comments
0
points
Most recent by
GarethM
April 2023
Technical stuff
Follow up questions from today's Online Assembly on lifetime allowance
136
views
9
comments
0
points
Most recent by
richallum
April 2023
Technical stuff
Comparing DFM OCF's with Current Funds
141
views
2
comments
0
points
Most recent by
Nath
April 2023
Paraplanning tips & tricks
Technical question re; TPAA - when to record the contribution date
98
views
1
comment
0
points
Most recent by
TimMatthias
April 2023
Paraplanning tips & tricks
Fixed Protection and TFC
118
views
3
comments
0
points
Most recent by
GarethM
April 2023
Technical stuff
Provider willing to accept pension with GAR over £30k with no positive recommendation
61
views
0
comments
0
points
Started by
MothiusManius
April 2023
Products & providers
R06 April 2023
303
views
3
comments
0
points
Most recent by
Hoolahan
April 2023
CPD & Exams
Due Diligence
183
views
2
comments
0
points
Most recent by
Richard
April 2023
Outsourced & freelance paraplanners
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