Rcaisley
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- Rcaisley
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Thank you Nathan. Suse, when you say short videos... are these explaining different topics? This is something that I have thought about doing but not in any great detail yet. Be great to find out more.
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@richallum said: @Colin1980 next week https://paraplannerspowwow.co.uk/events/designing-reports/ Just watching this now and you mention the slides becoming available. Where can I find the slides, please?
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@ChrisHindle1 said: Hi @Northface, Happy to share our CRP if that's helpful. Email chris@frzaerjames.co.uk Hi Chris, would you mind sharing this with me, please? Ryan@fswales.co.uk Also, does anybody else use 7IM Retirement Inco…
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@casey_mulhall1
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@Jona said: I believe it is a segmented plan so they just split it out into 3 arrangements and pay the 10K out under each. https://www.oldmutualwealth.co.uk/globalassets/documents/life2/using-small-pots-legislation.pdf I recently disco…
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@Clairebear512 said: @Rcaisley If the evening works for you and you are able to do those hours I would go for it. You have to do what’s best for you. I’m starting a new challenge next week of working from home for the first time ever. I’m just go…
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Since working from home, I'm finding it very hard to be motivated throughout the day but seem to get more work done in the evening. Not sure if this is because I'm used to revising at home in the evening. Throughout the day I find my concentration l…
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I've just made this transition and I am the first in our company to do this so it is all new at the moment. We have agreed that I will have a share of new leads as the existing advisers are at capacity, I am also still working as a Paraplanner at…
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@edevan5 said: @Rcaisley As you are no doubt aware, the required growth % in Genovo is designed to show the estimated annual return that the recommended alternative plan must achieve to provide a fund at least as good as that offered by the exist…
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In Genovo, it asks for this information. I'm working on an Investment SR and wondering where I could get this information from. I used the FE RIY calculator for the RIY figures but can't seem to find an appropriate calculator for the attached which …
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@Gustavo_Fring said: The problem you are going to have when writing a Suitability report is that your advice will be not to do take the PCLS for the reasons you state above and that it is bringing the money into his estate from an IHT friendly en…
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@Rebecca_Tuck said: Hiya @Rcaisley , I'm also based in South Wales and, for me, it would depend on how far along the route to Chartered you are (3 exams? 1? Just good intentions?), as well as the type of experience you have - are you comfo…
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A little bit messy but one I made to compare charges between providers. Has all the information there, easy enough to play about with.
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Segoe Semi-light 11pt.
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@alex_lannin said: Hi Chris, If you use SimplyBiz they should be able to provide you with lots of material and guidance to help you put the CIP together? We use Threesixty and they have some excellent guidance and template documents…
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@benjaminfabi said: Hi. How quickly? And where are you pulling the source data from? I have a process that uses a custom table from FE. It's still a bit manual, but it produces output like the attached picture. Happy to chat …
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@arongunningham said: £50-£55k in London --- decreasing as the radius increases. Maybe £30-35k in the North? In Reading, where I am, I would expect £45-50k to be offered. Just guessing of course. I'm based in South Wa…
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LionTrust have some 'ethical' multi-asset funds. Sustainable Future range is one that comes to mind.
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Just to reactivate this thread, what would people say is a competitive and 'fair' salary/package for a Level 4 Diploma Qualified Employed Paraplanner with 2.5years experience, studying towards becoming Chartered?
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Hi Chris, Thank you for your thorough response, seems like a mammoth task just getting started on a CIP and now I've started reading about a CRP as well which seems to be more complex again. The firm I work for is a SimplyBiz member so use Def…
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I've used Expert Pensions for all of my R0 exams and passed all first time with just their own study material (not purchased the CII material at all). I've not started AF4 with Expert Pensions and couldn't recommend their packages highly enough.