Mosher
About
- Username
- Mosher
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- Visits
- 85
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Comments
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Update - this position is now filled.
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We give a link to the registration site and an appendix in the report about the trustee's duties. We don't put much detail in the report itself - it's more a case of making them aware and directing them to the right information.
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I've recently started using Betafolio with one of my advisers. Early days but I like it so far. L&G have some decent funds so their portfolios could be good - just as long as you don't need any kind of customer service, all will be fine! I'm not…
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Agreed, I do one comparison using all the charges I know to exist. Best endeavours and all that. I think the way you're doing it is spot on.
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Hi Angela, I did AF5 remotely in July. This was based in my office, typing the answers. I wasn't allowed to print the tax tables or fact find, but the screen is divided into four - questions top left, space to answer bottom left, fact find and tax t…
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Hi y'all. Richard, please pop me on the list too and thank you
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Update: On calling Aegon, they tell me there is no fund charge rebate. I pointed them to the page of their own letter that says there is. Changing their mind, they tell me yes there is one, but calculating the percentage figure will 'need to be cre…
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Today's Aegon gripe... I have received details of an existing pension which includes a page headed 'charges summary'. This gives the charges for the last year in pounds and pence - clear for the client, but next to useless for a paraplanner or IFA.…
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Wotcha, I'm Alan, outsourcer at Argonaut. I co-run Powwow Down South with that dodgy Nathan Fryer chap. I like dark chocolate. Also a bit of a sucker for Reisen chocolate chews. And Bendicks Bittermints. Not strictly chocolate bars, I know. Impress…