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Nath

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Nath
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  • Just sat in on a Pru Webinar with Rory Percival and he says the FCA are particularly looking at cases where clients are transferring pre 55.  Their view appears to by 'why now?'.  He believes the FCA will look unfavourably on any cases pre 55 where …
    in Potential DB transfer: initial information for client?? Comment by Nath May 2018
  • It's been a while since I did this one but a good tip on exam day is literally have all the calcs on a piece of paper, memorise as much as you can outside the exam room and as soon as you get in there and they give you the 10 minutes to go through t…
    in R02 - Best Study Aids Comment by Nath April 2018
  • Just to add to my comment above, ensure you screenshot the confirmation and save this down.  The pension providers need this as well as the references on the confirmation. N
    in Fixed Protection 2016 Comment by Nath September 2016
  • Hi Jamie We have carried out a few applications already for our clients and the system is extremely easy to use.  You do need a government gateway ID but unlike other government apps, you don't have to wait for this to arrive in the post and you ca…
    in Fixed Protection 2016 Comment by Nath September 2016
  • I agree Standard Life is also the go to tech site.  Scottish Widows have some decent stuff as well: http://www.scottishwidows.co.uk/Extranet/Literature/Category/190 James Hay tech team is also very good if you use them. 
    in Best online tech sites Comment by Nath May 2016
  • Hi All I'm Nathan and I am a Paraplanner at Blue Financial Services in Clifton, Bristol.  I have been Paraplanning for 3 years where I stepped over the fence from my Compliance role at Lighthouse Group (yeah I know...boo/hiss!!).  Prior to this I w…
    in Say hello! Comment by Nath May 2016