richallum
Can't remember what this box is for.
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- richallum
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Comments
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I think this is what APTA is designed to cover. We've had cases where it's clear a client dies not have discipline or experience to stick to the plan based on FAD. It's a tricky one to base a recommendation on though.
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@Jona we're using the same but I know it's slightly different with the annuity rate in TVC when you're close to NRA so thought I'd check.
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Yes.
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Hi @Mrs_Bop have a look at this
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@Andy_Schleider ATEB was the other one.
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It's definitely 25 x £10,000 and not the pension at A Day.
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Welcome @KellyS
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Thanks @Nath
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Thanks both.
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I think it helps to include chart(s) to tell the story. We normally show 'all goes to plan' and then a relevant stress test to back up the recommendation suitability. The outputs from most systems are far too much for anyone to wade through IMO. Som…
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We've run training on 'why use cash flow - the benefits to you and your clients'. It's system agnostic. This is an old version of it - slides only not the wisdom that you get when I do it live! Forgive the spam comments, just seen those and about to…
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Hi @riz with you on Marathon.
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I did try Linux a few years ago and hit quite a few issues. We have switched most of our work to Google Docs and find it very good but still have to keep Office 365 as clients use it. That was the big thing with Linux, need to be able to work with d…
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@arongunningham I'll find out when it's coming out.
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Hi @LouiseS chocolate brownies always a winner
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Hi @KimH & welcome.
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Off platform we use Utmost & Canada Life quite a bit and they're fine.
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Thanks @Rebecca_Tuck
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anyone got a link to the Finametrica guide please? Can't seem to find it on their site.
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@TomLloyd_Read That's the conclusion I made.
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Got a very good answer to this from Graham Muir at Talbot & Muir. Thanks Graham There are ordinarily three options; 1 The SSAS Provider may establish a payroll specifically for the scheme in question and administer the payment of pension…
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Hi Ruth, We have used Judith Rowe at Powwow and also The Paraplanners. I also did several training courses with her when she was at Axa. She's brilliant. https://www.linkedin.com/in/judithrowe/
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Yes
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@Andy_Philpott said: Hi all, An Independent Financial Adviser friend of mine has kindly offered to help me with a possible Paraplanner role as she sees me as a good fit. We are London based. I am coming from a very different career to P…
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@J_Manning said: Hi everyone, I am Jackie and I am new to the big tent. It was actually recommended that I join by my colleague Sarah (post above me) following her recent visit to the Pow Wow. I have been paraplanning for around 7/8…
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Chris has seen this thread and will cover it in his talk tomorrow.
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I've set up a Team leaders & managers category and moved this thread to it :-)
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@ruthiebusybee "Wispa, 90s dance music, bakewell tarts." Great combo.
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Utmost site is working again now.