ruthiebusybee
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Thank you all! Much appreciated!
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Everyone does everything here, helps with building continuity, file familiarity and long term relationships with the clients. I suspect the efficiency of that will depend on the size of the company to some extent. Personally, I like seeing it …
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Thank you Richard Some of it has played out as hoped for, in that assignments/Deeds were completed back in the 90s it has turned out, except that a portion, albeit smaller, was still left to the now deceased son, so if his surviving wife was to p…
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@Nath said: The Next Gen planners training programme is one that one of our colleagues used. Very worthwhile and deals with technical side and soft skills training etc. Thanks for the recommendation @Nath , I've been in touch and they've…
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Thank you @Nath , much appreciated I've got NextGen on my list, so will start there!
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Thanks @PoppySheppard I haven't found anyone else in our list of providers, thankfully!
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@richardgough said: 30 - 40 minutes - nope. It is nowhere near that long, provided you have the details of the trust, settlor, trustees etc to hand. More like 15 mins, including setting up the Govt Gateway. Get Govt GAteway ID for the Trust (Y…
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Thanks Richard
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Thank you all!
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I've asked FE directly but not had a reply yet and the online chat can't help.
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Does anyone know if there's a tool on FE for reviewing the ESG 'grade' of an existing portfolio, as opposed to using it for screening/filtering/selecting funds?
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Thank you @richardgough That was my thinking too, and it seems so logical, why would HMRC want to spend time on something they aren't going to get paid for, but was second guessing myself!
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Thanks @richallum - will take a look!
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Bounce!
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Thank you everyone - much appreciated!
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The wrap we use doesn't send monthly slips, just a the P60 in the investor annual report. As far as I'm aware, none of our clients have ever questioned it.
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We switched to Assureweb from Exchange, because it does the same job and it's free!
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I worked as a sales ledger clerk for a local department store, then took a job as a pensions administrator (about 18 years ago) for an IFA, then moved to another IFA, got qualified in old money, had a go at a few client meetings, but realised being …
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Thanks all - yes we only bind the final final document, so perhaps I will suggest metal combs rather than a heat binder after that review! Thanks again
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Also looking for R05 question packs if anyone has them? - last exam I took I found a huge list of downloadable ones on the CII website but now they're all chargeable..........
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@Nath said: bug bear or bugbear?? Well, quite.....
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I've only just seen this, but would say absolutely not. Definitely not standard or necessary on any level in the UK. The FCA have some screening questions for CF30 positions, but you wouldn't expect it for entry level. IMO.
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In my experience the bonuses for admin and paraplanners have been completely discretionary and even varied from a set £ to a % of salary from year to year in the same company. Or linked to PD targets. For planners/advisers, one firm only had them…
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@arongunningham said: It's probably lower than you'd imagine for those that do use it. Having knowledge of how many use cashflow is useful, so you can claim to be a trailblazer if you do it too. But if the adviser wants to see if they need…
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Thanks @arongunningham much appreciated
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Pre salary is £27,495, so sacrifice will be from full 20% and full 12% NI band.
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During meeting copy documents are given to admin by planner, so that LOAs can be prepared immediately and signed during that meeting. We have standard template letters that go off with them and act as a checklist for admin when it comes back in. …
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I do believe your table was the inspiration for mine! @benjaminfabi
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Great, thanks @benjaminfabi , I can't see how else we can do it without the provider statements........which one presumes will be more technically accurate.
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Some cases require a lot more work pre-report than others, and I would feel 20 per month to be very high, unless they're all straightforward ISA reports! I have many many hats in our business and I'm struggling to get on top of the end of year IS…