Clare_Weight
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- Clare_Weight
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There was a debate about this in LifeTalk recently. All that people agreed on was 'why don't we know this for sure?', the info is poor it seems! Suggest going straight to the provider(s) you're considering. I once got a really good call followed by …
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Thanks for your encouragement @AlysonBrooker as I was rather honest! I have had a few rounds of unproductive email tennis (about using web based applications which transfer data out of the EEA - fascinating stuff because I didn't think it would be…
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Two weeks ago, I thought that travelling to work in a noisy office was a tragic waste of human endeavour. I thought working from home all the time would be just like sometimes working from home but even better. The last couple of weeks have prove…
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@richallum cool I'll add it to the list.
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For me, music for work mustn't have lyrics. There's a Spotify playlist I like called Pure Mellow Jazz. I found classical playlists made me feel sad. My parents were scandalised by that 'sweeping statement' and did offer some suggestions for classica…
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Is there anything to stop us abusing the system? As in the provider only get AUM for 5 minutes so what's in it for them?
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For anyone in a similar boat considering Royal London Governed Portfolios or Governed Retirement Income Portfolios, I forgot to mention this (though my case wasn't a GP or GRIP). https://adviser.royallondon.com/globalassets/docs/adviser/investmen…
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Hi all, Not the answer I was hoping for but I didn't disappear in a strop honest! I had a nice long holiday and I am really grateful for your responses. It's much easier to accept having had it confirmed by peers. Clare
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Would it help to express willingness to recruit and train up an admin to replace you? If advisers are more willing to do reports than admin then they are using you to best effect. Unless you can make the case you can move yourself along with no gap …
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@PoppySheppard said: I can only dream of something like this being completed by our advisers. We're lucky if we get a half decent objective to work with! I sympathise Poppy! I definitely experienced the good, bad and ugly before I fou…
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To be honest, this is not really templated, I look at what they have, the responses to that part of the risk Q and end up with something like this: You have held invested pensions over many years so you have experienced ups and downs in the marke…
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I hated it, as I didn't understand what they wanted and how to be accurate in such as short word count. I might be better at it now I've done R06 and was able to learn the technique from past papers with model answers and Brand and Wizard stuff. But…
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Something my firm prepared attached. It doesn't always get done in full but it gives prompts for a structured discussion at least, following which this should be filled in. The new advisers are under supervision so if the file note is good eno…
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I would love this! I do love aspects of the job like distilling objectives, rationale and all round suitability goodness, just a shame that financial services is so dry sometimes! I've often used a bit of an SR running order when needing to be persu…
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Thanks Nathan, FileHaven is a little more expensive than IO portal. I'm hoping that the encrypt button now showing in Outlook will be sufficient according to our DPO. I have to say the experience reminds me of an unflatteringly cut video I saw of Ma…
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Shops and different things at Lush Cosmetics, then 4-5 years temping including Abbey Life call centre, Barclays staff pension and IFA admin mat cover, different FS bits and bobs. Then IFA admin to Paraplanning. So I haven't been too far outside o…