amarshall
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- amarshall
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Comments
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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 …
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Agreed Ralfos, I would be most alarmed if their new product illustrations were non-compliant. If Ben is talking about pension projections then I'm not in the least bit surprised or bothered. Pension projections are a waste of time and rarely stand …
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Its not really an issue for us a a business as we don't use either platform. We have taken on one client with assets on AXA Elevate so we'll (I will) have to decide what to do for them. Consolidation within the platform arena is badly needed. Per…
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After my first delivery of glossy A4 tax tables, I have now received the nice little card ones. I ordered 5 and received 5. I must have done something to upset Scottish Widows.....
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http://www.investmentsense.co.uk/accounts-for-pensions/ This is a list of accounts that allow SIPP investments. As SIPP cash accounts are set up as trustee accounts they should accept non-SIPP trustee money too.
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A very useful discussion. I've not encountered one yet but when I do, I know what to do. Thanks! Andy
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I look forward to hearing how it goes!
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I've never used them but at that price, there has to be a catch. Absolutely no support?
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Last time I used this site, it was horrible to look at. A vast improvement! Bookmarked (again)
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Similar to Dan's first tip, if you use CTRL+ any of the arrow keys, it will take you to the beginning/end of a row/column of data. Handy for zippy around a sheet without scrolling
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DanAtkinsonUK said: I'll start us off! I found out last week that pressing Ctrl+PgUp / Ctrl+PgDown lets you flick between sheets in a workbook Genius! This usually drives me round the bend. To paraphrase an old BT advert, "its just possi…
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Hi, I'm Andy, the sole paraplanner at Ovation Finance in Bristol. As the only paraplanner in the company, I have to be a specialist in everything, know what I mean......? I've been to 3 of the big powwows and am looking forward to more. Who knows,…