Hucko
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Have you considered Malcolm Noblett of Solidus IEP Ltd? His style of presentation at Solidus workshops is certainly relaxed and interactive.
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Catherine, the Standard Life triage document has a table (on page 2) in which it gives some very basic examples of whether a CETV represents 'fair value' and might therefore be worth proceeding to formal analysis/TVAS report stage. This is a bit of …
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A belated thank you for your help, lady and gents!!!!
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Thanks Andy. From what data source(s) do you base those assumptions? (Or does Voyant pre-load them..)
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Andy, I concur totally with Jamie on Aviva Adviser Academy. The summaries are extremely useful as last minute revision aids, and the practice exams are also very testing. I did practice exams 2 & 3 approx. 2 weeks and 1 week before and got marks…