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PeterM

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PeterM
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  • I used r02 and j10 when I sat the exam back in 2012 (I think, it might have been 2013) I mainly used pass papers from the cii for AF 4 but it is worth looking over ro2 and J10 for questions with calculations in them as well. To be honest with you …
    in AF4 Comment by PeterM August 2016
  • I would also suggest trying City Trustees and Xafinity.  We have used both recently for complicated cases, although not a SSAS loanback, that others did not want to take and they were both very helpful.
    in SSAS Loanback Security Comment by PeterM July 2016
  • Sounds like we need another paraplanner going by those ratios I was wondering why I never had a minute to catch my breath!
    in Adviser to Paraplanner and Admin ratios Comment by PeterM July 2016
  • MICAP are also worth using.   https://micap.com/ They carry out reviews of EIS/SEIS, VCT and BPR products and also have a list of currently available opportunities. They seem to have less reviews than Martin Churchill or Allenbridge but they are …
    in VCT EIS research Comment by PeterM June 2016
  • Useful article from Finalytiq on the outlook for Alliance Trust Savings. http://www.finalytiq.co.uk/beginning-end-alliance-trust-savings/
    in Alliance Trust Comment by PeterM June 2016
  • Hi Suse I'm fairly new to Voyant so I'm sure others will have more useful suggestions but we just use the detailed versions of the cash flow and the liquid assets graphs.  We generally don't bother with the cash flow tables as they take up too much…
    in Voyant outcomes & reports Comment by PeterM May 2016
  • Thanks Andy,  Good to know I'm on the right lines. On the topic of changing to a more forward looking view, my boss was at an Investec event recently and sent round the slides from it. Their Head of Research has produced a 'Blackbook' giving thei…
    in Voyant Market Assumptions Comment by PeterM May 2016