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muppetonastick

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muppetonastick
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  • Hey @richallum Can I come too?
    in Running a small business during COVID-19 Comment by muppetonastick March 2020
  • Hey Becca, Finametrica do a guide (called Investment Risk & Return Guide and Reports) with portfolios ranging from 100% defensive to 100% equity in 10% increments - It includes returns vs bank deposits, rises and falls, annualised returns and re…
    in Past Performance Info Comment by muppetonastick October 2018
  • Hi, This was recently sent out by the ABI. It's basically their guide to communicating pension options to customers and there are some great bits in there. Thought it might be useful for your project - https://www.abi.org.uk/globalassets/sitecore…
    in Simpler language Comment by muppetonastick May 2018
  • Hi, it might not be exactly what you are looking for but we tend to use Voyant for this. They also run a webinar about how to model DB transfers in their cash-flow system - The link to their webinars is https://www.planwithvoyant.co.uk/content/en_GB…
    in Good Cashflow modelling tool for DB Transfers? Comment by muppetonastick September 2017
  • Hi everyone, This thread is really interesting and such a good demonstration of how passionate and proud we are of the job we do - It's brilliant and It can only be a positive thing for our clients! I've set out my views below, from a purely perso…
    in The Paraplanner Standard Comment by muppetonastick September 2017