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Offshore 'Pensions'
84
views
1
comment
0
points
Most recent by
richallum
November 2023
Technical stuff
Offshore bond withdrawal strategy
155
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?
63
views
0
comments
0
points
Started by
Benc4032
November 2023
Technical stuff
AF4 revision course
220
views
3
comments
0
points
Most recent by
StephenS1990
November 2023
CPD & Exams
AF5 - February 2024
154
views
1
comment
0
points
Most recent by
leroyle
November 2023
CPD & Exams
CFA Certificate in ESG Investing
140
views
2
comments
0
points
Most recent by
leroyle
November 2023
CPD & Exams
Scheme-specific Tax Free Cash Entitlement
97
views
2
comments
0
points
Most recent by
Paulrobo10
November 2023
Technical stuff
AF5 Results
157
views
1
comment
0
points
Most recent by
AnnBrand
November 2023
CPD & Exams
Best Cashflow
691
views
6
comments
0
points
Most recent by
AK23
October 2023
Technology & IT
How often to issue RPQ
161
views
3
comments
0
points
Most recent by
benjaminfabi
October 2023
General
Brand FT or Wizard Learning?
478
views
6
comments
0
points
Most recent by
SimonT
October 2023
CPD & Exams
Scheme Specific PCLS - brain hurting
142
views
5
comments
0
points
Most recent by
benjaminfabi
October 2023
Technical stuff
Will beneficiary FAD be taxed as income or not?
172
views
2
comments
0
points
Most recent by
benjaminfabi
October 2023
Technical stuff
Discount Code
167
views
0
comments
0
points
Started by
Asturgess
October 2023
CPD & Exams
Innovative (or not) product ideas that don't exist
163
views
2
comments
0
points
Most recent by
Wildparaplanner
October 2023
General
JO9 - any advice?
3K
views
13
comments
0
points
Most recent by
amylf3
October 2023
CPD & Exams
J09 - Document for adviser
196
views
1
comment
0
points
Most recent by
amylf3
October 2023
CPD & Exams
Financial planning - exams and career with ADHD etc.
677
views
10
comments
0
points
Most recent by
richallum
October 2023
General
AF8 assignments - how long for results?
490
views
5
comments
0
points
Most recent by
Democrat1_
October 2023
CPD & Exams
Life cover shortfall calculators
160
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
308
views
1
comment
0
points
Most recent by
PippaO
September 2023
General
Getting Started
240
views
0
comments
0
points
Started by
ResearchRoute
September 2023
Outsourced & freelance paraplanners
Pru TIP
120
views
2
comments
0
points
Most recent by
les_cameron
September 2023
Products & providers
when is a pension transfer effected
102
views
1
comment
0
points
Most recent by
richardgough
September 2023
Technical stuff
US 401K plans
127
views
3
comments
0
points
Most recent by
amarshall
September 2023
Technical stuff
Scheme Specific Tax-Free Cash Query with new LTA regimes
118
views
4
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
LTA / Small Pots & max PCLS
147
views
7
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
Bond Surrenders and Spousal Exemptions
120
views
3
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
AI/ChatGPT right now
261
views
3
comments
0
points
Most recent by
PeterM
September 2023
General
Which banks do platforms use
93
views
1
comment
0
points
Most recent by
richallum
September 2023
Products & providers
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