seanhurst

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• @Anna03 can i ask which system you moved from and to?

  in Defaqto & Dynamic Planner Comment by seanhurst March 2021
• its Parmenion strategic conviction risk grade 4, looking from October last year to now

  in MPS Info Comment by seanhurst December 2020
• do you do that once signed in?

  in Historic portfolios in FE Comment by seanhurst October 2019
• good thinking, im already signed up ill see what Ed suggests

  in Historic portfolios in FE Comment by seanhurst October 2019
• Evening, I’m studying J09 at the minute, have you received any replies in regard to this and how are you getting in with your assignments?

  in J09 Comment by seanhurst June 2019
• Morning all, thanks for the replies, i have spoken to some providers, Old Mutual ore the only ones who appear to have a robust process, whereas AJ Bell have a quick process for the over 55's which does not involve the need to refer to a GP. Thank…

  in Full fund withdrawal tax free due to terminal illness Comment by seanhurst September 2018
• Thanks for replying, yes i was referring to the output and was hoping you would say there was a shorthand way but feared there would not be, i will make a start on the individual reports

  in Pension Review Report Comment by seanhurst July 2018
• @Rebecca_Tuck said: Hi Louise, If the client has stated some clear objectives that indicate that a transfer might be suitable, then the first step for us would be to build a cashflow forecast to illustrate potential scenarios on transfer o…

  in DB Transfers Comment by seanhurst July 2018