Jamie_Barnes
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Hi Richard. I have been told to look at J10, discretionary investment management, and even take that exam close to the AF4 sitting as that is meant to build on the R02 knowledge and covers most of the type of questions that AF4 will ask. Fidelity al…
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Hi guys, in terms of actually going through and applying for FP16, is it straightforward? Like, would a client be able to do it themselves? I'm in the process of writing a short email to a client but i've got no idea what the screen looks like once …
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Fidelity run day courses in London, not sure if in any other locations - if you have a platform rep try speaking to them about it. The April ones were pretty close to the exam itself though.
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Andy_S said: Yes, I have the Aviva practice exams - I got 54% and then 59% in practice exam A (they were several weeks apart), then 49% in practice exam B recently, which is why I'm panicking!!! I found the Aviva exams to be much toughe…
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Have you tried Aviva Adviser Academy yet? that's completely free and has plenty of materials including shortened chapter summaries and practise tests. The practise tests tend to be more tricky than the real thing so is a good place to guage your kno…
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More help!
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We've decided on something similar Richard after some deliberation; we're also considering infrastructure and convertible bonds but it looks like those funds have already been snapped up and are now expensive. We're also considering REITs but not at…
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Online does sound great - would agree the AXA tech team are all excellent (among the best certainly) - doesn't look good for future prospects though now that Phoenix have snapped up the remaining life & pensions business. Opportunity for them to…
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Myself and a colleague attended an AXA DB transfer session the other day with Mark King and that was excellent; If anyone has an opportunity to attend any of the remaining dates I would thoroughly recommend, even if just as a refresher.
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That article firms up our company due diligence & opinion of ATS, was very helpful @PeterM . I would welcome a report to the contrary though if such one exists... It is amazing what a slight peek under the bonnet can give in terms of insight to…
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Thanks both. Turns out Lutine do offer it; they were a provider i'd forggoten about so phoned this morning and was met with a resounding 'yes'! I believe individual relevant life plans for barristers are completely unworkable for a wide variety of…
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All providers i can think of are minimum 2 members (some minimum 5 or 6). Sorry I can't help on this one.
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I tend to agree asmarshall. @WoollyDragon , to be honest i couldn't possibly say. My reasoning for just buying the exam and doing it on my own is based on past experiences at two 'advanced' FE user sessions where at the first one I knew more than t…
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The exam on its own is £50 so i've decided to fund it out of my own pocket - anyone that uses it on a daily basis will pass it without needing the extra sessions. Whether it actually takes off or not is a good question, but they're meant to be devel…
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Hi, I thought it was worth mentioning that O&M has had a really poor couple of days (for anyone using the Silverlight version and not the newer one), with the software simply not loading or taking a very long time to load. They have implied it i…
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I would agree with the above and the only thing to really add is that 'our time is precious', perhaps even more so than the advisers when you take into account the breadth of work we are often required to do. Any presenters need to be concise and to…
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Apologies, I wrote a reply and left it in draft so I could come back with some fresh eyes and check to see if i'd missed anything. My first piece of essential software would always be MS Office, more specifically Excel and Word. Then it already sta…
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Was a good day and a very good chance to chat to other paraplanners; don't think I met anyone from EQ though!
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After the latest press releases it might be a good time to bring up this topic again!
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I would say 'it depends' which I know doesn't help but it opens up other avenues for discussion as well. The adviser would need to think from the top and work their way back. What sort of firm would he/she want to be? Would they want full control of…
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Its one where we as paraplanners can really show our value to advisers and pick up on little nuances like this because from my own personal experience, the advisers wouldn't or would forget.
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For anyone who uses FE Analytics and uses the custom report features, i would recommend a PDF splicer or merger (noted already mentioned above). There are loads out there, some of which are downloadable programs or add ins, but one which i've recent…
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Yikes that doesn't sound good, can they not be then just created on the system online? We've given them a wide berth given the recent board unrest and question marks over profitability and therefore ability to continue to function efficiently, but…
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A standardised deterministic projection must: (1) include a projection of benefits at the lower, intermediate and higher rates of return; (2) be rounded down; and (3) show no more than three significant figures. This is what you are referr…
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While we're at it we should ask several providers why they only project on one basis! doesn't that same annex also state it has to be done on low, medium and higher?
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Hi Dan, that is a helpful article and I always respect what Abraham has to say, though I was always taught to be sceptical and question everything, and I still very much do! I'm biased as I'm not a fan of SL WRAP which certainly doesn't help my vie…
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Same thing happened here! Originally got the photocopied ones, pocket sized ones came in today. Ordered 10 and got 20!
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Where do I begin with providers! The old life companies are possibly the worst for a whole host of reasons. Some do not even produce projections on a low, medium and high basis anymore. Others will consistently provide incorrect projections that w…
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We trialed PPOL at our firm for a short while but we really didn't get along with it. One of the advisers does still use it from time to time when writing their own cases, and he claims to be able to write reports in around 30 minutes using it. In …