Janeen.Stevens
About
- Username
- Janeen.Stevens
- Joined
- Visits
- 31
- Last Active
- Roles
- Member
Comments
-
Hi, I'm in the process of data gathering for our CIP review as well. I've gathered all of the above to end of Q1, but I've also run it all to 30.04.2020 to bolster up and show how each fund/MPS has managed the downturn and then the bounce back withi…
-
My story seems boring compared to some....first job out of college was working for Natwest Insurance Services, then side stepped in Pension Administration for around 6years before moving into Broker Support roles for a couple of Life Offices; takin…
-
Meant "anyone" with feedback
-
Piecing together the history for existing clients, multiple email exchanges. It also takes ages sometimes to look at the history from past Reports and meeting notes to fully understand who the clients are. Advisers are getting better at post-meeting…
-
Executive summary = key information Objectives often replace with needs and goals. Reasons why = rationale Will probably think of more when I'm back in the office....
-
Hi, Has anyone come across a tool which caters for ongoing regular premiums? Everything I've seen so far is based on current valuation and assumed growth but no where for regular premiums to be included, thanks.
-
Aron, thanks for sharing. xx
-
Yes like the idea...
-
Hi, yes triage approach. We have only just got permissions for DB transfers and we have adopted a 2 phase approach, with a factual report informing client what the existing DB Scheme is offering and a simple cash flow illustrating a comparison of be…
-
Hi, is there anyone coming from Bristol? I don't mind a drive, just a little put off by the £210 train fare!
-
Thanks...this adds to what I trying to explain to one adviser yesterday... also we keep the voyant input in the report simple with cash flow lifespan chart with commentary but as relevant pull in other charts where suitable.