DanOakes

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DanOakes
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  • @Pedro said: Afternoon all To cut a long story short (and through a few very particular circumstances), we have found ourselves with a situation where a client has a relatively short time where they could elect to transfer a S32 pension wi…
  • Their Due Diligence is always a good place to start if unsure, I've attached it for you. They are a fairly well known provider now, although not as popular as others.
  • Hello buddy, Your best option is find someone who is willing to take on a Trainee Paraplanner that has the qualifications but lacks real world experience however I've found a lot of these still require some form of experience. Becoming an admi…
  • Hello, Going by the 0.5% rise, it should increase by £5,365.50 to £1,078,465.50 however the government has just increased it slightly and to a round number as they have the discretion to this. They did the same thing last year, so it's likely …
  • If you have a lot of spare time whilst working away, it makes sense to do them all quickly in all honesty. I got paid to do mine, hence completing it quickly (as we had to). Experience will be what gets your foot through the door so yeah working …
  • It took me a month and a half (ish) to complete each R0, and around 10 months all in all to complete the Diploma. I've used most providers learning materials and they are all pretty good, however there is no substitute for getting your head down wi…
  • @jhardingham said: Hi, I am due to sit R04 next week and was hoping to draw on experiences of others. In my other R0 exams I have often found the exam questions tougher than mocks etc With R04 I felt I was learning and doing well and then …
  • You'll want to find the cheapest for the client first, then if that has everything the client needs (definition wise etc) then just run the app with the provider and it will usually give that exact question regarding Skiing or extreme sports. So …
  • As PPWow has stated, the issue with WP is that they are often giving very poor bonus rates unless they've been guaranteed at say 4% or higher. Are they happy with the return? What is the investment mix of the WP fund? Charges explicit or Implicit…