amarshall
About
- Username
- amarshall
- Joined
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- Member, Moderator
Comments
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Thanks @Ralfos. Let's hope the receiving scheme is as good as they like to make out!
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We had 2 sessions with Zurich on shareholder protection, key person etc. About 2 hours in total. Andy King was our contact at Zurich who organised and presented (online).
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I don't know for certain what potential salary has been offered in our search for a new paraplanner but I can imagine that it would be fair. My personal experience tells me that the rates for an experienced, diploma-qualified paraplanner have in…
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Like everyone else, we're finding it very hard to fill a vacancy. We are pretty much resigned to training up a paraplanner from scratch. This has numerous advantages but also requires a huge time commitment from me and other members of the team. …
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Current situation and objectives leading into how the recommendations will help the client achieve those objectives. If the first two are of poor quality, the third is very difficult! I share @Jona 's pain. The amount of useful stuff that lurks i…
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I'm not sure about this specific Octopus one it must be a BPR scheme if its invested in FERN. The insurance element would probably work in one of two ways; insuring the original investment against any losses or insuring the IHT liability should d…
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Myself and a colleague will be doing AF7 in October too and are keen to be part of this.
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Some "Advantage"!
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@ParaP It was at my previous company that I used XPlan. Yes, we used threads and they were the best bit of it. Fantastic for managing processes and workflow but complicated to set up!
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My experience of XPlan is largely good. However, that is down to the huge amount of time and effort one of my former colleagues spent in making it work. The way it was fully integrated into our processes made life really easy but the journey there …
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Franking machine and someone takes it to the Post Office.
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I use TMetric (tmetric.com) which is simple to use and then manually transfer all my time recording into Enable. It's time consuming and a real pain. Hopefully, Enable will up their game in this regard soon!
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That screams POAT and anti-avoidance to me!
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Same here. Death and NRD are MVR free in my experience.
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We've just had the same conversation. After having considered creating our own, using those from our complaince company or using a third party, we've concluded that home grown is best. The other two options still require a lot of input from us and …
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Drawdown investment strategies.
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Brilliant! Thank you @sambrueton
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Another (late) thumbs up for Voyant from me
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Big Chief said: The replay is now available here. Thanks @richallum I found it very useful and will share this around the office.
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richardgough said: On the area of Capacity for Loss I am interested in what others are using to assess capacity for loss. By this I mean the event, not cash flow model, discussion etc. Are you using a one off capital loss (not recovered)? If s…
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The Aviva one is pretty straightforward. https://www.aviva.co.uk/retirement/tools-and-calculators/my-retirement-planner/
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By "in charge" I'm assuming that I'm Chancellor I'd go for massive simplification of personal taxation and a sustained period of legislative consistency, to include things like: Ditching National Insurance Ditching Liftime Allowance Ditching VED …
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Yeah, I joined up today and there doesn't appear to be anything you can use other than the 28 day free trial of the cashflow module.
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Rebecca_Tuck said: 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 …
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You and your post-it notes (real or virtual!)
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Rebecca_Tuck said: 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…
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Thanks for the warning @richallum I've booked mine now
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Jan Holt from Just called it "Read me first" at the CISI Paraconf this week.
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Hi Alan, I would second what @JoCHague has said. Aim towards CII level 4 in the first instance with level 6 being the long term goal. You will find that the paraplanning community is very open and collaborative. Many of us are the only paraplanner…
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Thanks @Jamie_Barnes Happy Christmas to everyone from me too. 2017? I'll worry about that when it arrives