Clare_Weight
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- Clare_Weight
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Hi all and @StuartBFM how did you get on the the end? Did you make your IT's recommended switch? I work in a larger group business where I was not party to recent IT decisions so I don't know our situation precisely but we have just changed to Offi…
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Ultimately whether that min is enough is at the firm's discretion. In my experience, it's likely they would want to you to be more qualified but firms may make exceptions for people who have, for example, had a career break as long as your work demo…
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Would a metal binder really give your firm a competitive edge? In my firm, I would say no and wouldn't be worth the changing equipment. I also like the ease of swapping out a page or adding additional enclosures in a comb.
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Andy, I attempted the J09 qualification and I didn't bother, I just couldn't fathom what they wanted or how I could 'justify' with my usual detail in only 500 words. In some cases I would usually use cashflow or at least a spreadsheet. Maybe the ass…
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I would go through the criteria detailed on the apprenticeship. When I looked at this a few years ago there was a matrix of skills and descriptions of each competency level. I'd link it for you but I had it saved at my old firm and I can't currently…
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I'm not sure if I understand the question so apologies if this isn't relevant. If you're still struggling and willing to resort to a manual option, you have the 'price on date' table option. You would need to 1. In portfolio builder, go to the …
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Ryan, have you looked at the docs here? https://www.operating-centre.co.uk/wealth/advice-journey/?categoryID=CB696E66-782B-CB16-6A23B14C2F3DCBBF
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Hi @Jona Encrypted PDF, is that where you password protect using the PDF software's functionality or something more techy? Clare
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Remember it's not just font size, from the point of view of someone without sight difficulty you can make a lot of difference by: Increase line spacing (I use 1.15) Use left alignment (not justified) Make sure your margins aren't too wide I ra…
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Hi Steve / all, I seem to recall Ray Adams (cash calc guy) saying you could easily do the TVC yourselves in excel. The mandated assumptions are here I believe: https://www.handbook.fca.org.uk/handbook/COBS/19/1.html#D463380 It's tempting to do…
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We've recently had an experienced and brilliant administrator join us - it's amazing! I initially wrote a process stating I would check info requests before they go out. I do want to look at a pension switch, DBTV or some investment other than pen…
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That sounds positive Elmy, you weren't far off last time after all! I'm glad there weren't any calcs my calculator (used recently) died as soon as I tried to switch it on. We'll be swapping congratulations on results day I'm sure!
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Hi Amy, I made a conservative estimate of 96 marks. So hopefully I've done enough unless I completely misunderstood a major question! I didn't have much to say about multi manager funds and I couldn't work out what all the marks were for on the p…
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> @esthomizzy said: > I narrowly failed r06 in April and I’m resitting it in July (missed the deadline to sign for the last one without paying the ridiculous late fee). I’m kicking myself as I definitely failed as I failed to turn over the …
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I love this thread too. I'll always remember Joe at the How Wow 'if you do one thing... apart from that other one thing'. I have done loads of work on rewriting our content into short sentences etc. Sent adviser a beautiful report and he goes an…
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Hi Meghan, You'll find Aviva papers if you search this forum. I have audio which is basic but might be useful depending how far along you are. I mean, I sometimes like to start off with basic material over the breadth of the syllabus before getti…
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I have Wizard and would like to get hold of Redmill. Good luck everyone!
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Me too, I can't seem to find 30 credits worth of stuff to do which makes me wonder if I misunderstand what I'm meant to be doing. Maybe that credits thing is just silly and there's no way it will be 3x R04.
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Hi, I realise you've already sorted this but in case anyone else is looking for this info, the cash calc one has a crystallised tick box. Don't know how long it's been there.
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Hi Laura, If you have FE analytics, from the fund filter you can add Ethical / SRI (I think it's in investment characteristics) and platform availability. I haven't done this for a while but used to find it trickier at lower risk profiles... u…
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I rather like this answer from Simply Biz attached! Also attached the whole piece. I'd be interested to read similar docs from other compliance firms.
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Hi Ben, just tried opening your Parmenion stmt and got this goo.gl shortlink has been disabled. It was found to be violating our Terms of Service. Click here and here for more information about our terms and policies respectively.
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Hi Tony, there are some great contributions above, but if you don't win this argument with the adviser you at least want the phasing to be preset unless you have discretionary permissions. You know your adviser and what they're likely to engage…
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Thanks Jona, I'm thinking along similar lines but want to nail down a kind of service agreement I suppose. Less formal because it's interdepartmental but I still think it's important that parties have the same expectations. Bloody paraplanners and o…
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@natiaa that's dreadful but well done for standing your ground and getting it sorted!
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Hi Nathan, Personally, I'm not a fan of bulky appendices. I always ask for feedback and when I get it I am consistently told that no-one reads appendices. I've also read that stuff in the appendices is also unlikely to cover your arse so my view …
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Andy I agree with your wife!
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Hi Sara, I haven't heard anything about any more Aviva notes unfortunately. I think 2017/18 was the end of that. Personally, I would still use them, I have some idea of what no longer applies and already have a confused jumble of figures in my head …