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Andy_Schleider
About
Username
Andy_Schleider
Email
naql@uni
andy@hav
enparapl
anning.c
o.uk
Joined
June 2016
Visits
2,481
Last Active
April 9
Roles
Member
Activity
Discussions
62
Comments
258
Discussions
A Harvest question
123
views
3
comments
0
points
Most recent by
Navigator
February 2020
Technology & IT
Old study texts
124
views
0
comments
0
points
Started by
Andy_Schleider
February 2020
CPD & Exams
Pension Schemes and Life Assurance policies held in trust
182
views
5
comments
0
points
Most recent by
Jona
February 2020
Technical stuff
Business Owners - Business Broadband suggestions please
103
views
1
comment
0
points
Most recent by
benjaminfabi
November 2019
Outsourced & freelance paraplanners
Articles and content about paraplanning
207
views
3
comments
0
points
Most recent by
Caroline
October 2019
General
CISI vs CII
4.7K
views
7
comments
0
points
Most recent by
scotty
December 2019
CPD & Exams
Unipass for outsourced paraplanners
240
views
5
comments
0
points
Most recent by
Andy_Schleider
October 2019
Outsourced & freelance paraplanners
Due diligence on advisers
225
views
3
comments
0
points
Most recent by
richallum
August 2019
Outsourced & freelance paraplanners
PI Insurance - to have or not to have
411
views
9
comments
0
points
Most recent by
richallum
August 2019
Outsourced & freelance paraplanners
GDPR question for outsourced paraplanners
211
views
3
comments
0
points
Most recent by
Claire Goodwin
August 2019
Outsourced & freelance paraplanners
Client approaches for new business
256
views
4
comments
0
points
Most recent by
richallum
August 2019
Outsourced & freelance paraplanners
Disclaimers
174
views
3
comments
0
points
Most recent by
Nath
July 2019
Outsourced & freelance paraplanners
Anyone need a freelance paraplanner?
130
views
0
comments
0
points
Started by
Andy_Schleider
June 2019
Job Board
AF8 and Expert Pensions
2.1K
views
10
comments
0
points
Most recent by
Andy_Schleider
May 2019
CPD & Exams
Pension withdrawal tax calculator
591
views
8
comments
0
points
Most recent by
Clare_Weight
April 2019
Paraplanning tips & tricks
Studying techniques
142
views
1
comment
0
points
Most recent by
Jona
January 2019
CPD & Exams
Investments for 17 (nearly 18) year old
171
views
10
comments
0
points
Most recent by
Yonkers420
January 2019
Technical stuff
Cashflow projections for DB transfers
156
views
2
comments
0
points
Most recent by
Colinstewart76
December 2018
Technical stuff
Pension transfers - death within 2 years (IHT)
835
views
12
comments
0
points
Most recent by
Nathan
November 2018
Technical stuff
What to do while waiting for your results
415
views
7
comments
0
points
Most recent by
Kmomia82
December 2018
CPD & Exams
J05/AF7 study strategies
485
views
3
comments
0
points
Most recent by
Clare_Weight
September 2018
CPD & Exams
New business submission
264
views
4
comments
0
points
Most recent by
parawhat
June 2018
Paraplanning tips & tricks
Cashcalc
275
views
2
comments
0
points
Most recent by
Andy_Schleider
May 2018
Technology & IT
Excel spreadsheet for calculating tiered charges
4.9K
views
10
comments
0
points
Most recent by
Nathan
September 2019
Technology & IT
Intelliflo Portfolio Analyser
219
views
1
comment
0
points
Most recent by
Suse1969
May 2018
Technology & IT
J05 study texts
184
views
0
comments
0
points
Started by
Andy_Schleider
March 2018
CPD & Exams
Paraplanner available
271
views
1
comment
0
points
Most recent by
samsecomb1
March 2018
Job Board
R04 BCE from Chapter 2
338
views
4
comments
0
points
Most recent by
Dr1ver
February 2018
CPD & Exams
R03 brain explosion
471
views
4
comments
0
points
Most recent by
Andy_Schleider
November 2018
CPD & Exams
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