benjaminfabi
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- benjaminfabi
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Seems I have missed this factsheet from the DWP https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/495377/pension-benefits-with-a-guarantee-factsheet-jan-2016.pdf
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haha will it just be a 50% reduced photocopy!
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Royal London for pension information. I find that it gets the balance right in giving you enough technical information in a readable way. Unlike Pruadviser, which is good but very difficult to read and get what you need easily.
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Also, if the date of leaving is pre aday it won't have a pension input period and therefore, essentially, cannot have a pension input amount. All you could ever want to know and more can be found here. https://www.gov.uk/hmrc-internal-manuals/pens…
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Yeah I don't know why. I'm going to write to them for an explanation.
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Hi Jamie, If you don't mind me asking, how many platforms does your firm currently run assets through based on the outcome of your tool?
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In our experience, most clients (and advisers) are requesting net amounts, so we do this calculation on each case that we see. My understanding is that the processing basis set out in https://www.gov.uk/government/uploads/system/uploads/attachment_…
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It's me skewing the average as i earn £3.2m pa
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I have this http://www.sussex.ac.uk/informatics/punctuation/toc Every paraplanner should read the section on commas and semi-colons!
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Dan's tip also applies to tabbed browsers
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The sumproduct formula is one of the most useful and yet underused paraplanner formula in excel. Used with a column of fund values and a column of OCF/TER it will give you the weighted OCF/TER. No third column required. I have seen so many portfo…
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Yeah although mine hasn't worked
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I quite like the idea of becoming FE Certified. If we're linking in to things that add value (even perceived) then I can see an advantage to this from a business owner/recruiter perspective. And it is a lot less expensive than some other skills cour…
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Www.ukbudget.com on one tab https://www.gov.uk/government/publications/budget-2016-documents/budget-2016 on another tab Look at the measure on the first one and cross reference for greater detail from the second. What I love about the Deloitte s…
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Hello. I'm Benjamin and I am a paraplanner. I loved the old forum and I think I'm going to love this one too. I specialise in pensions but to be honest after more than a decade I'm struggling to keep up these days!