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Rebecca_Tuck

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Rebecca_Tuck
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  • Hi Louise, If the client has stated some clear objectives that indicate that a transfer might be suitable, then the first step for us would be to build a cashflow forecast to illustrate potential scenarios on transfer out / staying in the scheme. T…
    in DB Transfers Comment by Rebecca_Tuck January 2018
  • @richallum fab, thank you! 
    in Zurich Pension - CPT / RAP / AMC Comment by Rebecca_Tuck October 2017
  • We used to do an action list / new business form, but I agree it can be tedious! Rather than asking admin to read the whole report, we're now doing a clear summary of recommendations at the beginning. This not only helps the clients understand the i…
    in New Business & Dealing Instructions to Admin Comment by Rebecca_Tuck October 2017
  • Thanks all. I'm already booked on a Technical Insight Seminar in Bristol on the 8th so, on balance I think I'll stick with that for proximity and likely relevance to me this time around. Maybe next year!
    in PFS Festival Comment by Rebecca_Tuck October 2017
  • Hi Sian, We don't as standard. Our ethical portfolio is very simple and includes a combination of positively and negatively screened funds, in line with a particular risk profile. I think a lot of it depends on how bespoke you are willing/able to m…
    in Ethical Questionnaire Comment by Rebecca_Tuck August 2017
  • Late to the party here but just saw an article summary referred to online as a "speed read" - I liked that!
    in Wanted - better name Comment by Rebecca_Tuck July 2017
  • We've started to use DocSafe for sending documents to clients / clients sending things to us securely. There are a couple of versions, but we've got the one with the basic signature option so that recommendations can be approved online. It then send…
    in Going Green! Comment by Rebecca_Tuck July 2017
  • Hi @parawhat - I did indeed! I was after more generic info rather than guidance on a specific case, but @richallum was very clued up so I'm pretty sure he'll be able to help you out too. There was also a session on pension sharing and divorce at the…
    in Pension Sharing Comment by Rebecca_Tuck June 2017
  • Hey Janeen! How're things?  A little off-topic, but for anyone who definitely isn't driving it's worth a look at www.splitticketing.com to keep the train fares down. It was looking to be about £50-60 return from Bridgend when I checked yesterday, so…
    in Want to car share to report writing Howwow bonanza? Comment by Rebecca_Tuck June 2017
  • Hello - I do, but also can't see any thumbs on your post!
    in Paraplanner Involvement in Investment Decisions Comment by Rebecca_Tuck May 2017
  • Hello! I think a sensible order depends a lot on your personal situation, but I can't see any reason why your supervisor would insist on 1-6, unless you mean the "deviation" as in taking J09? Personally, I also did R01 first (though in hindsight …
    in Doing CII exams 'in order'? Comment by Rebecca_Tuck May 2017
  • Hello everyone! If anyone is still reading this page, I'm super late to the party but I'm Rebecca and I work in not-so-sunny Bridgend. I've been paraplanning for nearly 4 years now and have my CII diploma, although we have recently switched allegian…
    in Say hello! Comment by Rebecca_Tuck January 2017