bambi

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I'd like in please on any future groups?? Thank you

in Are you a team leader or manager? Comment by bambi February 2022
Thank you for the replies! I completely agree, there isn't much info and it is difficult to really assess. The fact that we also haven't had anyone here say yes I've done it and here is the review, speaks volumes. I will continue som…

in The Paraplanner Standard .....? Comment by bambi November 2020
At the risk of sounding dim, can I ask why you would recommend an over 75 to contribute the gross payment into a pension? wouldn't an ISA be a better option? did the client have IHT issues? thanks

in Pension that accepts gross personal contributions Comment by bambi July 2020
Hello sorry for the delay I have been in sunny Lanzarote! Thanks Richard for setting up the group Benjamin, I set the targets and I am happy for these to not be met if I see an improvement in quality. I have removed targets for a few PPs unfort…

in Question for PP managers - maintaining report quality Comment by bambi September 2018
Thank you Sam!!

in R01-06 - Aviva Notes Comment by bambi February 2018
Hi everyone I appreciate your replies, thank you. I did think it was a case of managing templates myself, just wanted to be sure there isn't a better way out there that I didn't know about. I like the suggestion about not adding provider/product/fun…

in How do you maintain suitability report templates Comment by bambi January 2018