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Maddy

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Maddy
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  • I dont know Nathan, Im thinking that it will be the pension income x 20, rather than the fund value or the fund value needed to provide the GMP, that will be used for LTA purposes. That is that Ive read it correctly and the client is starting to dra…
    in Section 32 GMP and the LTA Comment by Maddy January 2023
  • Hello Thanks for all your help with this. Yes, I suppose it was a bit of an odd ask really. I have no working knowledge of the threesixty (you're right Aron) templates and couldn't help the adviser with his query at all. Have a lovely weeke…
    in 360 Templates Comment by Maddy May 2020
  • Thanks for that - I'll feed that back to him. I think he's seen that the templates are wordy and just wanted a general idea of how much they can be whittled down. He'd have the content anyway from the templates themselves, he just wanted an idea …
    in 360 Templates Comment by Maddy May 2020
  • Thank you so much
    in Pension - AA Breach / DB Scheme Pays Comment by Maddy May 2020
  • Hello - have I left it too late to join ? Maddy x
    in Running a small business during COVID-19 Comment by Maddy May 2020
  • Either way is fine with me 🙂 I contact you or you contact me . Doing my best at present to respond to everyone who was kind enough to contact me .
    in Freelance Paraplanner Required Comment by Maddy November 2019
  • Hello - I went with NW primarily because I already had my personal accounts with them. Their online processes were familiar to me and I felt that I had enough things to figure out and decisions to make when I started up . My free banking perio…
    in Outsourced Paraplanners - Business Banking Comment by Maddy November 2019