Andy_Schleider

Discussions

• A Harvest question

  125 views 3 comments 0 points Most recent by Navigator February 2020Technology & IT
• Old study texts

  126 views 0 comments 0 points Started by Andy_Schleider February 2020 CPD & Exams
• Pension Schemes and Life Assurance policies held in trust

  195 views 5 comments 0 points Most recent by Jona February 2020Technical stuff
• Business Owners - Business Broadband suggestions please

  112 views 1 comment 0 points Most recent by benjaminfabi November 2019Outsourced & freelance paraplanners
• Articles and content about paraplanning

  210 views 3 comments 0 points Most recent by Caroline October 2019General
• CISI vs CII

  5.3K views 7 comments 0 points Most recent by scotty December 2019CPD & Exams
• Unipass for outsourced paraplanners

  255 views 5 comments 0 points Most recent by Andy_Schleider October 2019Outsourced & freelance paraplanners
• Due diligence on advisers

  239 views 3 comments 0 points Most recent by richallum August 2019Outsourced & freelance paraplanners
• PI Insurance - to have or not to have

  478 views 9 comments 0 points Most recent by richallum August 2019Outsourced & freelance paraplanners
• GDPR question for outsourced paraplanners

  235 views 3 comments 0 points Most recent by Claire Goodwin August 2019Outsourced & freelance paraplanners
• Client approaches for new business

  268 views 4 comments 0 points Most recent by richallum August 2019Outsourced & freelance paraplanners
• Disclaimers

  184 views 3 comments 0 points Most recent by Nath July 2019Outsourced & freelance paraplanners
• Anyone need a freelance paraplanner?

  137 views 0 comments 0 points Started by Andy_Schleider June 2019 Job Board
• AF8 and Expert Pensions

  2.3K views 10 comments 0 points Most recent by Andy_Schleider May 2019CPD & Exams
• Pension withdrawal tax calculator

  614 views 8 comments 0 points Most recent by Clare_Weight April 2019Paraplanning tips & tricks
• Studying techniques

  143 views 1 comment 0 points Most recent by Jona January 2019CPD & Exams
• Investments for 17 (nearly 18) year old

  174 views 10 comments 0 points Most recent by Yonkers420 January 2019Technical stuff
• Cashflow projections for DB transfers

  158 views 2 comments 0 points Most recent by Colinstewart76 December 2018Technical stuff
• Pension transfers - death within 2 years (IHT)

  886 views 12 comments 0 points Most recent by Nathan November 2018Technical stuff
• What to do while waiting for your results

  422 views 7 comments 0 points Most recent by Kmomia82 December 2018CPD & Exams
• J05/AF7 study strategies

  531 views 3 comments 0 points Most recent by Clare_Weight September 2018CPD & Exams
• New business submission

  272 views 4 comments 0 points Most recent by parawhat June 2018Paraplanning tips & tricks
• Cashcalc

  276 views 2 comments 0 points Most recent by Andy_Schleider May 2018Technology & IT
• Excel spreadsheet for calculating tiered charges

  5.5K views 10 comments 0 points Most recent by Nathan September 2019Technology & IT
• Intelliflo Portfolio Analyser

  227 views 1 comment 0 points Most recent by Suse1969 May 2018Technology & IT
• J05 study texts

  188 views 0 comments 0 points Started by Andy_Schleider March 2018 CPD & Exams
• Paraplanner available

  276 views 1 comment 0 points Most recent by samsecomb1 March 2018Job Board
• R04 BCE from Chapter 2

  355 views 4 comments 0 points Most recent by Dr1ver February 2018CPD & Exams
• R03 brain explosion

  473 views 4 comments 0 points Most recent by Andy_Schleider November 2018CPD & Exams
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