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FE Analytics issues
260
views
7
comments
0
points
Most recent by
ChrisW
May 2023
Technology & IT
Bonus Sacrifice with Tapered Annual Allowance
117
views
2
comments
0
points
Most recent by
TimMatthias
May 2023
Technical stuff
AF5
256
views
1
comment
0
points
Most recent by
SophSmith
May 2023
CPD & Exams
LTA and order of taking from each scheme
135
views
5
comments
0
points
Most recent by
Nath
April 2023
Technical stuff
Death and dying
247
views
4
comments
0
points
Most recent by
Claire Goodwin
April 2023
Technical stuff
Firm Compliance/Technical Support Providers
73
views
1
comment
0
points
Most recent by
TimMatthias
April 2023
Products & providers
Where to start for researching Sharia/Islamic compliant investments
109
views
2
comments
0
points
Most recent by
TimMatthias
April 2023
Technical stuff
Report Writing & File Check Processes?
225
views
0
comments
0
points
Started by
leroyle
April 2023
Paraplanning tips & tricks
PCIAM June 2023
326
views
2
comments
0
points
Most recent by
leroyle
April 2023
CPD & Exams
SSAS administrators and self-trading Investment Accounts
70
views
2
comments
0
points
Most recent by
GarethM
April 2023
Technical stuff
Follow up questions from today's Online Assembly on lifetime allowance
139
views
9
comments
0
points
Most recent by
richallum
April 2023
Technical stuff
Comparing DFM OCF's with Current Funds
144
views
2
comments
0
points
Most recent by
Nath
April 2023
Paraplanning tips & tricks
Technical question re; TPAA - when to record the contribution date
105
views
1
comment
0
points
Most recent by
TimMatthias
April 2023
Paraplanning tips & tricks
Fixed Protection and TFC
125
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
67
views
0
comments
0
points
Started by
MothiusManius
April 2023
Products & providers
R06 April 2023
315
views
3
comments
0
points
Most recent by
Hoolahan
April 2023
CPD & Exams
Due Diligence
206
views
2
comments
0
points
Most recent by
Richard
April 2023
Outsourced & freelance paraplanners
Cii- AF4 & J10
546
views
2
comments
0
points
Most recent by
StephenS1990
April 2023
CPD & Exams
AllTrust
85
views
1
comment
0
points
Most recent by
richardgough
April 2023
Products & providers
PPF / PSO/ Death of Primary member
62
views
1
comment
0
points
Most recent by
les_cameron
April 2023
Technical stuff
LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?
438
views
9
comments
0
points
Most recent by
les_cameron
March 2023
Technical stuff
Report Writing Software
199
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 2023
Technology & IT
Trainee Advisor
255
views
1
comment
0
points
Most recent by
DaleLucas
March 2023
CPD & Exams
Non UK Citizen Advice
74
views
2
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Technical stuff
Conquest Financial Planning (new AI financial planning tool)
249
views
3
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Technology & IT
Provider Research
109
views
1
comment
0
points
Most recent by
Caro
March 2023
Products & providers
AF8 Assignment 1
730
views
5
comments
0
points
Most recent by
Wildparaplanner
March 2023
CPD & Exams
LTA Changes & Inheritance Tax
141
views
3
comments
0
points
Most recent by
richardgough
March 2023
Technical stuff
New Podcast
84
views
0
comments
0
points
Started by
CQplanning
March 2023
General
Some useful links, groups and other bits and pieces for paraplanners
158
views
2
comments
0
points
Most recent by
Caro
March 2023
General
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