amarshall
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- amarshall
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Comments
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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
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benjaminfabi said: That's exactly the issue @amarshall Are they actually proper nouns? Yes, they are.
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richallum said: My natural instinct is with you @benjaminfabi but then I look at this... Income Tax and Personal Allowance. Income Tax and Personal Allowance are proper nouns. There are many different types of tax but only one Income …
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I mean, really? Who uses a browser that went out of date over 5 years ago?? And I thought Reliance Mutual were dinosaurs!!! I know what you mean. Some of Ascentric's rather limited functionality only works in IE (with compatability mode on…
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An article on FP Today promoting the Powwow WE&SW http://www.financialplanningtoday.co.uk/news/item/6605-new-paraplanner-event-on-home-turf-of-legendary-cricketer#.WBB6z_krK73 Andy
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Hi @Nathan I hope my understanding of this is correct. If you adopt scenario a) and bring the FSAVC into his estate. £70,000 of it will be spent over the next 10 years (not allowing for any increase in expenditure) and the balance could be paid a…
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We use 360 for the very same purposes. https://www.threesixtyservices.co.uk/
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I only have experience of FE Analytics and find it very good, particularly the support that we receive that from them.
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Thanks guys. 2 is what I've done and its good to know that you would do the same.
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As a subscriber to FE Analytics, you should have a Relationship Manager. Ours is extremely helpful and is my first point of contact with any issues we have with FE. He invariably comes up with a good solution swiftly and may tie in a few tips to fur…
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@benjaminfabi I did indeed comment on the Voyant Assumptions discussion. As yet there has been no change to what we do.
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Source data comes from FE Analytics and they are all agreed by our investment committee.
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We have standardised assumptions (for everything that Voyant requires) which we use for all clients. If they want to change any of them for any particular reason, we will accomodate that although I can't think of a case where it has actually happe…
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I agree with Dan. The diploma would be a great thing to aim for. Have a look at the modules that you can do to get your diploma and pick that ones that best suit your knwledge, experience and expected areas of work.
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We have a meeting about this tomorrow. Will contribute more afterwards.
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You will indeed! Andy
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This isn't an area we really get involved in but I'll definitely be tuning in for an online Howwow! Andy
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I'd agree with @Ralfos, if there is any uncertainty over its future, I won't be going anywhere near it with any of our clients.
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I think this is a bit cheeky! I have attended training from them before for free (and have more booked in for tomorrow) so why I would pay for it, I don't know. I can see why a paraplanner might want to be able to state that they are a certified u…
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The things that I am most interested in learning from a presentation are either how what I am being told will improve my working day or how it will improve our clients' situation. I definitely don't want any sales pitches but (except for a …
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JoCHague said: Thanks Andy, that seems quite the compliment for Voyant. I imagine it was a big decision to move from one provider to the other. I have some experience with Voyant and it seems intuitive - but there are some die-hard fans of Tru…
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Yes, I do. We started donig cashflow using Truth but changed to Voyant 9 months ago (or thereabouts). The primary reason for this was the length of time it took to input data into Truth and to extricate reports at the other end. We have found Voy…
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This has caused us a few admin headaches recently but nothing as bad as you're suggesting. Sadly, I don't have any immediate solutions I can give you only to add that we've had people out of the market with their property holding(s) when doing rere…
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On the subject of lifts, I will be driving from Bristol, arriving in time for the pre workshop. Happy to give lifts to anyone in need.
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Sounds like a laugh (not the CPD bit ofc). Keep me posted with details.
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I'll be there.