alex_lannin
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Just popped into the Big Tent and found this thread, such a good idea. I usually work from home one day a week so being here all the time is bit weird, not sure what it's going to be like when my wife and daughters are home next week (might need my…
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This is a really interesting thread, it's great to hear how you all got into Paraplanning It's a before and after for me. I graduated with a degree in Town Planning, decided it wasn't for me and ended up getting a job with an insurance company …
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Thanks Richard
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Thanks Jona
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Thanks Jona. Do you know if they rate it for Business Protection?
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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. Cheers Alex
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Hi Jenny, I believe LG Vestra also offer this service. Thanks Alex
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I guess they must have taken the free tools away, I have a fully licenced version so can't tell what is free now.
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Thank you for your suggestions
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Oh no Alyson, this is bad news. Lets hope it comes back. Some alternatives: * Cashcalc - you get some calculators free but do need to pay for the full range. * Pru Adviser - have some very useful Excel based calculators - http://www.pruadvi…
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I'm going this year (both days) with three others from our firm, I've not been to their annual conference before so looking forward to a new experience. The regional conferences are usually pretty good so hopefully this one will be on another level…
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Count me in, I know a number of us at our firm are looking to take it in April next year. Great idea
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Like the sound of that session Richard. We use Dynamic Planner, they have investor experience, attitude to risk and capacity for loss elements built into their questionnaire. You then have three potential ways of capturing the initial analysis: …
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Their name cam across my desk the other day, I hadn't heard of them previously so would also be interested to hear feedback. Cheers
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Hi Elsa, There are a few external organisations that can assist with platform research and will have some useful guidance on Aviva: http://www.langcatfinancial.co.uk/ https://finalytiq.co.uk/ http://www.platforum.co.uk/ Some very useful re…
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My advice would be to set up a spreadsheet with a list of your requirements and attach a priority to those requirements, find some tools that generally meet your top 3 (this might be easy to use or complex or stress testing or cost or links with bac…
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My name's Alex. I'm a lover of Paraplanning, Munchies, Percy Pigs, F1 and other fun stuff. Exciting times for Paraplanning and it looks like there could be some very interesting conversations going in the big tent, make sure you bring your The…