Chris_Hindle1

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• Hi @DanAtkinsonUK - FYI, the "Apply Now" button on your website is broken.

  in Career Paraplanner wanted to join the Paradigm Norton Financial Planning Hub Comment by Chris_Hindle1 June 2024
• Thanks @arongunningham - the employer will transfer the NI liability to the employee. Do you know if the gain on which she pays the employer NI is deductible against income tax and employee NI? This link suggests that it is deductible for inco…

  in Share options taxation Comment by Chris_Hindle1 March 2021
• For anyone interested, AIG can offer cover, as long as there is no health/medical complications. If there are, then it’s on the client to arrange for their GP to provide info to AIG.

  in Income protection for client who recently moved to the UK Comment by Chris_Hindle1 October 2020
• Thanks Richard, will make sure to book in. A couple of advisers on Lifetalk have commented that it is possible... https://www.facebook.com/groups/AdviserLifeTalk/?post_id=10158173960095342&comment_id=10158175390520342&notif_id=15954422009…

  in Deferring the State Pension Comment by Chris_Hindle1 July 2020
• A broader point on the above is what happens to 'orphan clients' on advised platforms? It seems that the platform market has split into two, D2C and advised, with many advised options providing limited access/control to the end client. Is ther…

  in Clients Requesting Investment Withdrawals - non advised Comment by Chris_Hindle1 June 2020
• I've had various requests for the CRP mentioned above. Apologies to those who I haven't got back to you. I've attached a copy for all to see. Please use as you see fit. Certainly not the finished article, but hopefully food for thought. Any fe…

  in Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits Comment by Chris_Hindle1 June 2020
• Happy to share the spreadsheet that I created, just drop me an email: chris@frazerjames.co.uk

  in Existing pension info sheet Comment by Chris_Hindle1 May 2020
• Adobe E-Sign for us. A couple of reasons why we use Adobe over DocuSign: * The license provides access to Adobe Reader Pro tools (edit PDF, convert PDF to word, combine PDF, password protect PDF etc) * Cost. Adobe works out lower cost overa…

  in Electronically Signing Documents Comment by Chris_Hindle1 May 2020
• I put together the attached document a while ago which summarises the assumptions we use for growth/other variables. Some of it is specific to Voyant (the cash flow software we use), but hopefully, the growth rates apply to your question for cash…

  in Cashflow forecast growth rates Comment by Chris_Hindle1 May 2020
• Hi @ConorBrown, For what it's worth, I took a different approach. I use Genovo/threesixty for appendices/technical fact sheets, but built the report templates myself. I found that building my own templates allowed me to produce a simple and…

  in Report writing tools v internal templates Comment by Chris_Hindle1 May 2020
• Hi @Northface, Happy to share our CRP if that's helpful. Email chris@frzaerjames.co.uk

  in Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits Comment by Chris_Hindle1 May 2020