Caro
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Hi there I don't know if this will help? In open / live schemes, deferred members are usually treated as having no accrual provided the increase in there benefits does not exceed: the ‘relevant percentage’, plus the ‘relevant statutory incre…
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Hi Elaine, If a policy is held in trust, it is owned by the trustees and so when it matures, the policy proceeds will be paid to the trust to be either distributed or reinvested by the trustees. It is possible for a settlor to benefit from a t…
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I've also ditched appendices covering off generic product info. If the information is in the key features and other docs that accompany a report, does it need to be repeated in the report? I tend to signpost to the page they can find it and my clien…
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@Maddy said: Thanks for that - I'll feed that back to him. I think he's seen that the templates are wordy and just wanted a general idea of how much they can be whittled down. He'd have the content anyway from the templates themselves, he …
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I've got Adobe PDF Reader Pro and you can sign that one too, plus it's v reasonable if that's all you want it for.
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Hi Maddy I've seen these templates from working at previous employers and remember them being very wordy, very compliancey and not client friendly at all. That being said, I don't know that they are designed to be used as they are and perhaps the…
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Hi everyone, hope you're all doing ok and enjoying the sunshine! 🌞🌞 If you are missing your fellow paraplanners, and you haven't seen it yet, there's going to be a Powwow Coffee Morning this Friday, the link is here: https://www.eventbrite.co.…
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Hi Lizzi I'm happy to have a chat with you about this, do you want to DM your contact details and we can have a natter Cheers Caroline
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Hi Becca, if you have Office 365, you can use Sharepoint and make this your company intranet. You can brand it, add pages and pretty much do all the things that you have said, and it's included in your subscription cost. I was going to do one bu…
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Hi Colin - do you mean assigned or surrendered? Also, is it offshore on onshore?
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Hi Elaine, welcome to the big Tent and Paraplanning Well done on the exams you've passed so far, you are well on your way there! I don't know if this will help but there is a booklet that the PFS put together on exams that are useful for para…
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Hi Paul, no, it's not a recent thing, they have been on their website for ages. You can't print them and they are not PDF - able but they are readable. I prefer paper (I know I'm old fashioned!) so they wouldmn't be any good for me! I'm not sure …
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Hi Sophie, if you are a member of the CII or the PFS, you have access to all study texts as part of your membership. You need to log in but they are all there for you: https://www.cii.co.uk/learning/support/cii-study-texts/ Don't know if that…
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Hi Paul Welcome to the Powwow and welcome to paraplanning! I would say that any study and exam you take will be useful to you and help broaden your knowledge. Some planning firms will do mortgages, some are involved with equity release so it cert…
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That's such a good idea, @richallum thank you. I'm an own business newbie and I'm sure I'm not the only one having a bit of a wobble right now!
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Hi Fiona, I think this is a terrific idea. It's really important that more women learn about their finances and it's great that companies and providers are taking such a proactive stance on initiatives like this. In my experience, (which has no s…
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Fancy seeing you here, @Natalie ! 👋🏻👋🏻
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Hi @little_green Welcome to the Big Tent! You have a lot of questions, which is brilliant, and it's totally understandable to be nervous about a career change but there are lots of people on here who will be able to help you. There is a who…
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The PFS are running the Purely Paraplanning roadshows in April and May again this year and they'll have plenty of CPD. The dates and locations for this year are: Cambridge 21st April London 22nd April Bristol 6th May East Mids 7th May Ed…
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Hi @Gustavo_Fring Like Richard, looking for a candidate myself in the past, I've used case studies, and these have been used on me too! They are a really good way of assessing a candidate's skills and writing style, and their initiative in some c…
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That's great @CCatkins12 excellent initiative! Good luck with your interviews and your case for J09, if you need any help with anything, just drop me a message
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No problem! I think the rationale behind me not just taking notes is that, to be blunt, if it's a note taker that's needed in the meeting, it's not cost effective to use a paraplanner for that, both for the client and the business. That said, I w…
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Hi both I used to go to client meetings at my old place (left in July so still quite recent!), I used to go to quite a few both prospective and existing clients. For prospective ones, it was usually where we knew that this was going to be a co…
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Hi @CCatkins12 and @mb15 Just having a look at this thread thought I'd throw my twopenneth in! Starting with the trainee paraplanner role, I'm certain that there are a couple of the larger companies like Brewin that have Paraplanner Academies so …
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I don't have any now as I'm not there anymore but always happy to have a natter about ideas!
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Hi! I did have a lot of input into those reports but I've left there now (not because they used PowerPoint though!) I've worked on templates and client facing literature for years as I'm never quite satisfied and think they can always be impro…
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Thanks everyone, that's v helpful!
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Hi 'Fair' is a very subjective term! We used the triage process to determine whether there was value for the client going down the full review and advice route, for which there would be a fee, not for deciding whether they should transfer or n…
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I believe that one of the conditions of being on their panel putting it together was that you had to be in the first cohort which I think was due to start in October last year. There were a few members discussing it on the thread way back when, s…