Jamie_Barnes
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Cheers Richard, I let curiosity get the better of me so created my own calculator at the same time but have produced the same results, which is reassuring. Thanks for your help.
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I follow your above thoughts, that's a really helpful piece. It is difficult as the client will likely leave the pension untouched for many a year (or forever), so the investment growth side could become incredibly relevant over time. To this point…
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Unfortunately not, I should've mentioned the clients have used all carry forward available to them or I've calculated it in if not. The article helps outline the things to consider but isn't really getting to the crux of what I'm after.
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Hello, I'm Jamie. I realised I'd posted a couple of replies on other threads but not actually formally introduced myself... I work for a small/medium sized chartered IFA in Hampshire. I've been paraplanning for about 4 years now, and am working tow…
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benjaminfabi said: Hi Jamie, If you don't mind me asking, how many platforms does your firm currently run assets through based on the outcome of your tool? It's not really a straightforward answer to be honest for a couple of rea…
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Where to start? When comparing between options for a client (maybe choice of platforms based on price, or choice of income routes when doing cashflow) Nested IF statements are quite incredible once you have the hang of them I know they're the bane…
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Hi Caro, When it comes to due diligence of platforms, I believe that pretty much everybody will have their own way of going about doing it, and almost certainly there will be differences between in house and outsourced paraplanner methods. Due dil…