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62
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Innovative (or not) product ideas that don't exist
162
views
2
comments
0
points
Most recent by
Wildparaplanner
October 2023
General
JO9 - any advice?
2.8K
views
13
comments
0
points
Most recent by
amylf3
October 2023
CPD & Exams
J09 - Document for adviser
189
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1
comment
0
points
Most recent by
amylf3
October 2023
CPD & Exams
Financial planning - exams and career with ADHD etc.
659
views
10
comments
0
points
Most recent by
richallum
October 2023
General
AF8 assignments - how long for results?
414
views
5
comments
0
points
Most recent by
Democrat1_
October 2023
CPD & Exams
Life cover shortfall calculators
149
views
1
comment
0
points
Most recent by
Gustavo_Fring
October 2023
Paraplanning tips & tricks
Some questions from someone interested in transitioning to a Paraplanner
250
views
1
comment
0
points
Most recent by
PippaO
September 2023
General
Getting Started
226
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0
comments
0
points
Started by
ResearchRoute
September 2023
Outsourced & freelance paraplanners
Pru TIP
111
views
2
comments
0
points
Most recent by
les_cameron
September 2023
Products & providers
when is a pension transfer effected
99
views
1
comment
0
points
Most recent by
richardgough
September 2023
Technical stuff
US 401K plans
124
views
3
comments
0
points
Most recent by
amarshall
September 2023
Technical stuff
Scheme Specific Tax-Free Cash Query with new LTA regimes
112
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4
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
LTA / Small Pots & max PCLS
142
views
7
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
Bond Surrenders and Spousal Exemptions
106
views
3
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
AI/ChatGPT right now
250
views
3
comments
0
points
Most recent by
PeterM
September 2023
General
Which banks do platforms use
91
views
1
comment
0
points
Most recent by
richallum
September 2023
Products & providers
State Benefits
436
views
5
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
Mandating income
62
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0
comments
0
points
Started by
richallum
September 2023
Products & providers
Smoothed Return options
135
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2
comments
0
points
Most recent by
TimMatthias
September 2023
Technical stuff
CISI Level 6 Past Papers
240
views
2
comments
0
points
Most recent by
HR246
August 2023
CPD & Exams
Seeking opportunities for a future in paraplanning! Any tips & advice much appreciated!
262
views
2
comments
0
points
Most recent by
SnehaK
August 2023
New to paraplanning
US citizens - options?
70
views
0
comments
0
points
Started by
Wildparaplanner
August 2023
Technical stuff
New job
205
views
2
comments
0
points
Most recent by
JH0201
August 2023
Paraplanning tips & tricks
AF8- Familiarity Score
163
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0
comments
0
points
Started by
UserTom
August 2023
CPD & Exams
Onshore Bond - Corporate owner
95
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1
comment
0
points
Most recent by
les_cameron
August 2023
Products & providers
AF8 or AF4
273
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4
comments
0
points
Most recent by
Gayle
August 2023
CPD & Exams
You don't need to include cost comparisons in pension switching reports ...
223
views
5
comments
0
points
Most recent by
benjaminfabi
August 2023
Technical stuff
Offshore Bond In Trust: Assign or Surrender?
294
views
3
comments
0
points
Most recent by
les_cameron
August 2023
Technical stuff
Client portals - Cashcalc v Intelliflo which is best?
225
views
1
comment
0
points
Most recent by
TimMatthias
July 2023
Technology & IT
Making gifts to benefit recipients
67
views
1
comment
0
points
Most recent by
richardgough
July 2023
General
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