AF8 Assignment 8

So i have fortunately passed assignment 1 and 2 and am now looking at assignment 3 which is like a suitability report (my own understanding).

However, i feel i am having to make a lot of assumptions, plus there are lots of recommendations i need to make to get their overall position where it should be before taking income. I feel like i am maybe missing the point and just need to focus on an income strategy. Has anyone got any guidance on this?

Comments

  • KP23KP23 Member

    I scraped a pass on the third assignment, so maybe not the best to answer, but I concentrated on the income strategy and IHT.

  • @KP23 said:
    I scraped a pass on the third assignment, so maybe not the best to answer, but I concentrated on the income strategy and IHT.

    Thank you for your feedback. I have submitted my 3rd assignment and focused on the income strategy but put some recommendations in of what else i felt needs to happen. Fingers crossed.

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