Sam

About

Username
Sam
Joined
Visits
302
Last Active
Roles
Member

Comments

  • That's a great idea @richallum I started my business 2 years ago and this is the first major test...it would be great to have support from other people in the same situation!
  • @Suse1969 said: It's pretty much what I've always done. Left school to work as a PA to an IFA who were part of a stockbroker. Black Monday hit (back when shoulder pads were very in) and moved to an IFA attached to an Insurance Broker for 1…
  • I started as a trainee paraplanner straight out of Uni (archaeology degree - bit of a career change!). I was looking for a cat to adopt in the local newspaper and saw the job advertised
  • Thanks Richard and Aron! That's what I suspected! Do you find firms have an issue with paying VAT for outsourced paraplanning, given they don't charge it themselves? Or are they usually quite comfortable with it?
  • Really useful video - thanks Nathan! I hope you do some more in future!
  • That's brilliant - thanks Nathan & Suzanne! I got my screen to do the split once months ago (accidentally by mashing the keys) and could never figure out how to replicate it!
  • Thanks Aron - yes it is part of the generic form. I did try calling the NHS Scheme to ask them the relevance and, after being put on hold while they asked someone senior, they said they have no idea but there 'must be a method in our madness'! …
  • Thanks Ben! I have the clients indemnifying my work through my terms of business too but I'm just starting out and (to ease my nerves) wanted the protection of PI cover as well I did explain the work I do in detail to Hiscox and they chose Admini…
    in PI Insurance Comment by Sam April 2018