WoollyDragon
About
- Username
- WoollyDragon
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Comments
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@Pedro I was only 10 marks away from a pass the second time i sat R02. I think the problem was that i underestimated how confusing the wording of the questions can be. I'd been safely passing all the mock papers and online tests so was feeling pre…
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@Rebecca_Tuck Thanks for your reply. The deviation so far has been the LP2 paper. But I meant that the focus is R01-3 + J09. they want me to get my Certificate in Paraplanning then work towards my Diploma so in their mind i shouldn't be doing any …
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Thanks for this. I must have missed the email. -WGD
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Claire Goodwin said: Hi to all the new people signing up and saying hello! Am I the only person who read @SteveC 's comment and googled Zwartble??? I am a knitter/hand spinner with a keen interest in single flock/native breed wool. I…
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Hi @Jamie_Barnes Thanks for taking the time to respond. Having spoken to the SIPP provider they have said that the would respect the Expression of Wish as far as the can but if it was contested they would then refer to the client's Will. I belie…
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OK, So I spoke to my adviser and he sent me this link: https://www.gov.uk/government/news/chancellor-abolishes-55-tax-on-pension-funds-at-death The bit about taxation in the future is the last paragraph. The plan is to make lump sums taxable at th…
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I've failed this exam twice and can't put my finger on which part has the block. I used Wizard learning and seemed to be doing well with it but then the exam was completely different and I wasn't confident in my answers. Try not to panic and good…
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@Suse1969 I have been thinking about it. I might stay a few days after the event to see some family too. I'll be travelling from Lossiemouth which is probably nowhere near you. -WGD
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Online please. I can't get to any of the physical events
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Interesting, Thanks for sharing
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The guy that came to see us, Damien Smyth, assured us that they are not for sale and won't be sold to anyone in the future. Obviously you can't predict the future, but with Platforms the way they are just now, you couldn't say for certain that any o…
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We had a meeting with ATS this morning and the general feeling is that we might take them more seriously in the future as a platform for new business. They seem to have settled their boardroom issues and have invested in new software to make functio…
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Thank you for your help @Jamie_Barnes and @amarshall . Perhaps it's not worth a look after all. My line manager is aware of the Academy and it's up to them to decide now.
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Thanks @Jamie. Do you think going through the modules would be beneficial for new paraplanners? or those that haven't used FE before?
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Has anybody completed this yet? I'm really interested in giving it a go but need to justify the expense to my boss. Considering paying for it myself but I don't have a personal log in do would have to do it on company premises/time which isn't ide…
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Not me sorry. It's literally the other end of the country from me! Have a great time though, i'm looking forward to reading all about it.
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Ah. Not enough coffee to read your post properly! Thanks again.
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Hi Ben Thank you so much for the info above. We expect our DB cases to increase and are looking to see if another tool would suit us better. We expect some of the PP team to become specialists for DB work and having the best tool for this would b…
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Hi Richard, To be honest, I don't know. I've only worked with advice firms so have no experience of how the outsourced role is implemented. I'm looking for an opportunity to learn and improve. To be with people that understand the role, can give s…
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We're doing an exercise just now comparing the Selectapension and O&M tools including TVAS. We have Selectapension at the moment and we're happy with it but we were shown the O&M TVAS output recently and it piqued our interest. Comments he…
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Brilliant! Thank you for sharing. I will wow my fellow Paraplanners with this trick at our next team meeting!! -WGD
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We've placed a few clients here. Mostly people buying property via the SIPP and they've been really good. We have been wary of their stability, especially with the ongoing boardroom issues at the end of last year. But, so far so good.
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Hello! Nice to meet you all. I'm Samantha, I'm a 'junior' Paraplanner in a team of 5 working for Johnston Carmichael Wealth in Scotland (my office is in Elgin). I'm not Scottish and moved up here with my (now) Husband in July 2014. We have a 1 year…
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Thanks for sharing, I'll be adding some of those to my favourites! I would like to add http://www.invidion.co.uk/ It has lots of calculators and it was invaluable to me when we had to work out GAD rates etc.