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LouiseD79

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LouiseD79
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  •  That's great! Thanks for sharing!
    in Handy website Comment by LouiseD79 January 2018
  • Thank you Tom, that's really helpful!   I agree about the training need for advisers in terms of recording soft facts, but it is an ongoing battle which I am losing! I am really keen to convince my firm that Voyant is the way forward, because despit…
    in DB Transfers Comment by LouiseD79 January 2018
  • Hi Jona Thanks for your response, we are faced with the same issue of having to move fast due to the guarantee date.  Do you do your own in-house TVAS or do you outsource it?
    in DB Transfers Comment by LouiseD79 January 2018
  • Hi Becca Thank you so much for taking the time to reply, that is really helpful!  Previously we have requested CETV and O&M report before we have started doing cashflows etc but I am in with agreement with you in that it makes sense to do the l…
    in DB Transfers Comment by LouiseD79 January 2018