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Suse1969

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Suse1969
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  • Thanks both - that's my experience too. There's so much you could put in but really what matters is what helps the client understand.  Very glad to hear that we're "normal" in this respect. Appreciate you taking the time to reply.  Suse
    in Voyant outcomes & reports Comment by Suse1969 May 2016
  • Where are you based Elsa? I know the Scotland one.
    in Prudential Account Manager Comment by Suse1969 May 2016
  • Sounds like you're still in the Day 1 stage with them. BE good to hear though how day 2 goes.
    in Alliance Trust Comment by Suse1969 April 2016
  • How did you get on with them Richard? We don't use them much despite being only a 5 minute walk from our office. Had to deal with a DB transfer only a few weeks ago that went pear shaped from day 2 and wasn't impressed.
    in Alliance Trust Comment by Suse1969 April 2016
  • Glad I popped on here - thanks Dan for asking the question and Richard for the link. First DB analysis post 6/4 on my desk already so timing is perfect.
    in DC GMP increases in the New State Pension world Comment by Suse1969 April 2016
  • Hello! I'm Susan and hail from the (so far I think) most northern reaches of the PowWows - Dundee. I work in the financial services arm of an accountancy practice and wear many hats - literally and figuratively.  This is a fantastic idea that's gro…
    in Say hello! Comment by Suse1969 March 2016