amarshall
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- amarshall
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Comments
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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.
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Thanks for the link Peter, I will have a look at that. Is your asset allocation methodology forward looking? You could ask your provider for the assumptions that they use too. That would provide a continuity of data, the like of which I am very kee…
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We do almost exactly what you describe using FE Analytics. That said, we don't like things that only look backwards to its something that is likely to change soon. Andy
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I've been trying to get in touch with HMRC today about a missing certificate and they appear to have switched their phones off. Once you get through the lenghty list of options they just say they're too busy and the call is terminated. Charming!
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Being based in Bristol neither location suits us. If there was one nearer to us, I'm sure Ovation would be represented.
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I am intruiged as to what they have done that's wrong. I can't remember the last time I saw an AEGON illustration (which I would naturally have assumed wasn't worth the paper it was written on) so please enlighten us (or is it only me still reading …