Claire Goodwin

Comments

• Do you mean from a financial perspective @DanAtkinsonUK? or from a more general perspective? Dying Matters might have something useful if it's learning to open up and talk about death and dying. They have an awareness week coming up too.

  in Death and dying Comment by Claire Goodwin April 2023
• Hi Andy, this depends on whether you are a sub processor, or data controller. Edevan5 is right, if you are a data controller then it's your responsibility to have this agreement in place but if you are a sub processor (as most outsourcers are) then …

  in GDPR question for outsourced paraplanners Comment by Claire Goodwin August 2019
• Hi Andy, This might be useful to pass on to the adviser. But I also suggest signing up to Care Box Online as they are a great resource for questions like this. First month is free and you don't need to put in any payment details to get access.…

  in Deliberate deprivation Comment by Claire Goodwin July 2019
• Thanks all - much appreciated. I've also discovered some flashcard templates in google docs 👍🏼

  in Study aids Comment by Claire Goodwin July 2019
• And Aviva have now told me I don't have to register at all. If you are looking for online access then it's here http://www.aviva-for-advisers.co.uk/adviser/site/public/building-your-business/financial-adviser-academy for free, for everyone.  The le…

  in Aviva Adviser Academy registration Comment by Claire Goodwin November 2016
• Thanks @ElsaOrdonezG & @benjaminfabi for your responses. Great points. 

  in How do you feel about the 'Paraplanning Standard' - share your thoughts here Comment by Claire Goodwin October 2016
• Hi to all the new people signing up and saying hello!  Am I the only person who read @SteveC 's comment and googled Zwartble??? 

  in Say hello! Comment by Claire Goodwin September 2016
• Moved this to the supporter teepee for you @Phil_Berry. I'm coming along too! 

  in Paraplanner Event - Manchester City Centre 27th October 2016 Comment by Claire Goodwin September 2016
• I like the COUNTIF function to count how many times things occur in a list. https://support.office.com/en-us/article/COUNTIF-function-e0de10c6-f885-4e71-abb4-1f464816df34

  in Excel power tips! Comment by Claire Goodwin July 2016
• Hi Matt - I've used investment sense too, also savings champion might have something https://www.savingschampion.co.uk/ There are also services like this one http://www.dcmcash.com/ which have a cost but may be able to help. (this is not an endorse…

  in Trustee Bank Accounts Comment by Claire Goodwin May 2016
• This is a bit old but there are some shortcuts on here: https://excelzoom.com/excel-shortcut-keys/

  in Excel power tips! Comment by Claire Goodwin May 2016
• I'll pipe in too then *waves*  I'm Claire, I work at The Paraplanners and behind the scenes on the mini powwows.  Looking forward to seeing what everyone's got to say in the big tent  

  in Say hello! Comment by Claire Goodwin March 2016