DanAtkinsonUK
About
- Username
- DanAtkinsonUK
- Joined
- Visits
- 873
- Last Active
- Roles
- Member
Comments
-
Exactly what the big tent is designed for! Makes me proud of my profession to be a part of it.
-
Wow! Almost sold out within 2 weeks. Great achievement!
-
That's a good point. Not worth being a perfectionist with this - especially when we know that returns aren't linear (unless it's a ponzi scheme!)... Thanks @benjaminfabi - the voice of reason. Whether fees accrue daily with monthly deduction or bas…
-
Hi @benjaminfabi I'm fine with fund charges being modelled daily, but adviser/platform aren't deducted daily and where we have wrapper costs these vary between quarterly/annually so compounding them daily won't reflect reality. Hi @arongunningh…
-
Right! I think I have gotten to the bottom of this with FE having had a chat with them this afternoon. They are all a bit new to the tool and there isn't much documentation about. What the tool is doing is: * Initial charges are deducted on …
-
The only calculation I can get to match perfectly seems to be no charges annual compounding! We are going to have a call tomorrow ABW to try to get to the bottom of things...
-
I've asked FE to explain why the annual fees are deducted on day 1 (rather than at the end of the period after growth). I'll share what the outcome is, but do any of you have a reasonable explanation why this is the case? I'd have thought that the c…
-
Thanks @arongunningham that's an interesting spreadsheet. I'm not convinced by FE's methodology (or indeed their ability to explain it). I don't think that annual fees should be deducted on day 1 (unless they are in real life). I would expect an …
-
I've got a support ticket open with FE asking them to explain how it works in detail. I'll let you know what they say in due course. This all looks really helpful and is something i've been looking at this week due to the number of users we have vs …
-
Thanks @lauroyle :-)
-
I'm not sure where you are located @lauroyle but I've just heard that we are putting on a free event here in London (October time) which might be useful for your advisers. https://www.eventbrite.co.uk/e/have-you-thought-about-impact-investing-tic…
-
Hi @lauroyle we have many of our clients invested in this way and put together a suite of model portfolios around this. The biggest issue I see is demonstrating that what they are concerned about is being dealt with. So for our portfolios we put tog…
-
Thanks for those. The STEP page is helpful. I've just spotted the following which looks handy. http://www.cazenovecapital.com/sysglobalassets/wmmediaassets/uk/charities/documents/reports/writing-your-charities-invesment-policy-a-guide.pdf
-
L&G do a brilliant business protection workshop including how to read accounts. Can't recommend it highly enough!
-
Having worked for a provider a long time ago my preference was a brief letter saying what was in the pack, what they wanted done, and who to speak to if there was a problem. Felt a bit more personal, but could easily be set up as a template in your …
-
I've been using Yolt.com and seems to be working well for me. I think their MO is to get you using their FX service. I quite like it.
-
Thanks @TomLloyd_Read that's really helpful.
-
@Suse1969 do you do discretionary investment management? What we are hearing is that that trumps the intermediation principle and seems to push most things into VAT world...
-
Looking forward to seeing you there. Pen and paper to jot notes to bring back to the office is a great idea. Be prepared to share and talk - this is a hands on event. Bring some questions and areas you want to talk about. oh, and as you can see, 7IM…
-
It's a right pain as the examiner's comments are always really helpful for understanding what they are looking for and what has been answered badly. I'd almost understand if they were selling them, but they aren't...
-
I'll drop you an email on that @richallum as that would be really helpful. Just seen this which you can integrate (https://timeflip.io/) with Harvest. There's something especially geeky (in a good way) about using a D12 to track your time!
-
Thanks Ben. At this stage preferring to be outside iO. I have a vague recollection that @richallum mentioned Harvest to me. I'd be interested to know what you think of it. I like the idea of being able to do my timer on my phone as 2 screens really …
-
Someone asked about ethical trackers in the comments. This piece should help you out. Sorry I can’t remember who it was... https://www.professionaladviser.com/professional-adviser/opinion/3018687/three-ethical-trackers-biases-that-risk-damaging-per…
-
If you are interested, here is the slide deck. We (EQ) have a great session 'in person' if you are available on 11th October in London too... https://www.eventbrite.co.uk/e/future-clients-will-demand-impact-are-you-ready-tickets-35695407926
-
Hi all If you enjoyed the HowWow last week and are in the London area I would love to see you at our event next week. There will be an opportunity to chat in as much detail as you want afterwards as well as the main content. If you want to know m…
-
Sounds like good levels of interest. I’ll have to get my organising hat on!
-
If it helps, we have some info about SITR on our website too https://eqinvestors.co.uk/investing/impact-investing/sitr/
-
Hi Tom You would tend to hold SITR investments directly due to the tax breaks just like you would hold an EIS directly. Just like EIS, these are small organisations and if they are using CIO structures they would not be listed. So you wouldn't hol…
-
Looking forward to this tomorrow lunchtime.
-
Voyant is great. I actually built something in-house to do what we wanted how we wanted it. Key is to have an output that your clients can understand and therefore helps them make an informed decision.