richallum
Can't remember what this box is for.
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- richallum
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Comments
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@TomLloyd_Read is spot on. It's a strange form of group life arrangement designed to provide a capital guarantee (T&Cs apply).
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Two simple questions often help at the start of what could be a very short process. 1. The regulator's position is that transferring is unsuitable for most people. Why are you different than most people? 2. This is an irrevocable decision. Why now …
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ParaSophia said: Hi, I'm a career paraplanner, self-employed work from home type for SJP. Please don't all throw spears at once! I'm working towards the diploma and the goal is chartered. This was a career change for me and once that I am enjoy…
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Ask Siri. That'll tell you all you need to know. On a more serious note, it may help report writing but has a long way to go to replace the real skill of a Paraplanner: thinking, questioning, analysing, challenging, planning etc.
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You can work it out manually in excel and add a debit to the forecast at 75. We tend to use XPLAN for this as it handles it really well and doesn't show the tax as a personal expenditure item.
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If you're interested in this, Glyn is a damn fine person and paraplanner.
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@Sam our PI is based on business type: Paraplanning. We're with Collegiate.
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@ParaP When we used Word I'm sure you can set up the auto text gallery in the template on your server and control it centrally.
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@Gustavo_Fring you can do that in AutoText & Autocorrect If you really want your mind blown and to go to a whole new level of productivity, check out TextExpander.
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IO that's an acceptable 'main' home for them but what about back ups? What if IO went pop? What if you wanted to leave IO, could you get the documents back?
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You might find this useful background info. Was written 10 years ago but good on background stuff.
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Hard to say for reasons @arongunningham says. IFP had about 300 of their membership identifying as PPs in 2015 (c10% of membership). PFS last time I heard said about 3,000 (c10% of their membership). We have 1,100+ registered on here but they're not…
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Hit the highlighted file icon or just drag a file in
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It's under the main menu
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I agree, 'required return' would be better IMO. The annual breakdown goes live in the PDF next week. Auto pulling through of transaction costs will be very good, I know it's in the works.
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It's not available to all users yet. In this menu...
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I'm a GDPR day with Phil Young next week and will bring this and all the issues from the Howwow up and report back too.
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@parawhat got a link to the AJB tool please?
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@StuartBFM I'm at a full day workshop on this next week and will be asking those very questions. Will report back.
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Agree with @benjaminfabi Pru site has great calcs for this.
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Online Howwow next Wednesday is on GDPR. That would be a good place to ask this. Details out later today.
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I think you're probably right.
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It is easy to argue that it's a short sighted decision for all the points you raise @benjaminfabi .
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Hi Claire, we did a Powwow in Cardiff last year, details here. There's a good bunch down there. @LewysRichards was one of the hosts and can probably put you in touch with people. if you fancy doing another Powwow to meet, share & learn - let us …
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Had a Powwow 2018 planning meeting today and this is on. Stand by for the Powwow Platform Raspberries.
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We do it internally but with a few rules. Did a blog here. We have proofed for other people but it strays into a file check very easily.
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We've built our own system but I've also looked at them all for clients. Genovo and ATEB would be on my shortlist.
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Our compliance company is http://www.complianceandtraining.co.uk/ and they have helped several of our adviser clients go direct. As @Tory said, if you go this way get some expert help.
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@DanAtkinsonUK we have used Harvest for 10 years+ across the team. It does have accounting options but we don't use them. We just use the timing & it's brilliant. The MI it gives me is so useful as it drives our workflow, costs & profit. M…