Steven_McBurnie
About
- Username
- Steven_McBurnie
- Joined
- Visits
- 37
- Last Active
- Roles
- Member
Comments
-
Check out Microsoft Planner:- https://planner.cloud.microsoft/
-
https://www.wovenmarketmap.com Can filter by 'Client Reporting'
-
https://www.cisi.org/cisiweb2/shop/event-details?eventid=86856356
-
Recording and slides available here:- https://www.mandg.com/wealth/adviser-services/tech-matters/events-and-cpd/pensions-and-iht-update-guiding-clients-through-the-iht-maze
-
Available now:- https://mandg-podcast.videomarketingplatform.co/secret/114782595/e6e134750c305672ef032babd3dba34f
-
Compare the Platform:- https://comparetheplatform.co.uk/ Dynamic Planner:- https://dynamicplanner.com/product-platform-research/ analyser from the lang cat:- https://www.langcatanalyser.com/
-
@andrewlzl said: We are hoping to aim for 2 hours per month covering various areas. Are there any resources you could recommend for this? Hi Andrew - why not 35 hours per year? My understanding is that with the CII/PFS you need 35 ho…
-
@7Maid4 said: ... aspiring career changer - from investment fund researcher/analyst to paraplanner Are you currently a member of the CISI? Check out this old blog post from The Paraplanner Club, although note the costs are out of d…
-
CISI Professional Assessment - https://test.cisi.org/cisiweb2/cisi-website/why-choose-a-CISI-qualification/professional-assessments/vulnerablecustomers JUST / SOLLA - https://consumervulnerability.e-learningportal.com/
-
Hi Conor, Have a look at:- 1. asana - https://asana.com/product 2. Basecamp - https://basecamp.com/#features 3. ClickUp - https://clickup.com/teams/operations 4. Monday.com - https://monday.com/ & 5. Trello - https://trello.com/ For…
-
Hi Bryce, @BryceClark22 said: Do I add gross contributions to each band? or just the 'Scottish Basic Rate' & 'Higher Rate' ? You only add the gross amount of any pension contribution to the Scottish basic rate band to take into …
-
@Jumanji said: Will those 30 count towards the 120 advanced credits needed? Yes - "30 Non-Unit specific credits at Advanced Diploma level in Financial Services" https://www.ciigroup.org/en/learning/accreditation/recognition-of-prior-le…
-
Guidance from our external compliance firm is the HM Treasury - UK Consolidated Financial Sanctions List should be checked against new clients before providing services and transactions and against your existing clients when any updates to the sanct…
-
I've used Stocktrade before and think they might be your best option for this case. From a quick Google check Canaccord Genuity Wealth Limited offer 'Execution-only stockbroking' with a £400 min fee which might be worthwhile looking at. https:…
-
@JH0201 said: I know that after the 4 level 6 exams i will be short 15 credits so may have to take a level 3 exam to add to my credits. Could also look at SCQF Level 9 Practical Investment Planning as this provides 15 Advanced Diploma Non…
-
IMO you would be best completing the Regulated Diploma as it's more recognised. Can then move onto J09 later.
-
-
Depending on how much experience you have it may be worth looking into the Level 7 Certified Financial Planner (CFP) route with The CISI. https://www.cisi.org/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning …
-
Have you looked at the lang cat Tim? https://www.platform-analyser.com/features/
-
Portfolio Comparison Report There's a guide on their YouTube channel Steven
-
Have you looked at atsipp or Barnett Waddingham?
-
Pru have a good worked example:- https://mandg.com/pru/adviser/en-gb/insights-events/insights-library/bond-segment-surrender Also find Quilter Chargeable gains calculator helpful:- https://platform.quilter.com/support-and-help/tools/chargeable-ga…
-
Personally I'd recommend getting the Investment, Risk & Taxation exam out the way first. If you have R02 & R03 with CII you can apply for an exemption for this Unit. https://cisi.org/cisiweb2/cisi-website/study-with-us/financial-planni…
-
Believe it depends on the provider however this is a good summary from Aegon:- https://www.aegon.co.uk/support/faq/pension-technical/Refunding-excess-personal-contributions.html
-
Defaqto Engage https://www.defaqto.com/advisers/Engage/how-it-works/investment-research/
-
https://citywire.co.uk/new-model-adviser/news/gov-t-scraps-age-55-pension-switch-window-to-stop-rogue-advisers/a1577482
-
Hi Dan, it's been a while since I used it but I would recommend you request a demo of Virtual Cabinet. https://www.virtualcabinet.com/
-
Sorry to hear that Kate however at least you'll be able to claim tax relief, please see the HMRC website. I believe you're able to claim for up to 5 tax years.
-
Has anyone used the Expert Pensions CPD Masterclasses?
-
I record my CPD with the CISI and like the Professional Refresher modules which are included with your membership CII & LIBF also offer online Structured CPD however these are at additional cost.