richallum
Can't remember what this box is for.
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- richallum
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Get it so it's good enough or else you'll never have it done Happy to take a look at a draft in any state and give you feedback.
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As an employer of paraplanners, here's what makes CVs stand out for me: * Make it look good and read well; a lot of your time will be spent preparing stuff clients will read so you need to shine here * Avoid the normal CV jargon. "Highly motivated…
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Thanks Matthew, that's really useful.
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Not much we can do with people in the funds now but as a short term tactical measure we're putting the % allocated to property in CIPs into cash with a rolling 28 day review.
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me too @benjaminfabi It also allows more people to participate.
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Good idea. I'm just sorting out the Excel Howwow and then can do one on this. What would you prefer? * a physical event in one maybe two locations * An online Howwow
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I've contacted FE to see if they'd be interested in doing a special course/discount for Powwow. Will let you know.
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The new HTML5 version gets rid of the horrendous Silverlight and works much better.
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We use both of them (as well as others) and agree with the above. Voyant is, in my opinion, nicer to use but Truth has the edge in terms of technical calculations and not needing the workarounds that Voyant does for some situations. Truth has bett…
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If there are no safeguarded benefits then he doesn't have to be a specialist.
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Damn platforms keep selling themselves. Back to Transact before they IPO.
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Are you looking to work remotely for an advice firm or for an outsourced paraplanning firm?
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We had something similar with Aviva and it's worth speaking to the platform and fund manager.
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I've had new O&M for about a week and find it really tricky to use. It could be me though.
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robkingsbury said: Clarkson, Hammond and Captain Slow aka Professional Paraplanner team are 'well up' for this - if you'll accept us as honorary paraplanners. You're in Rob
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Just putting another case to them - 2 ISA transfers. Told the turnaround for illustrations is 2-3 days
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I think it's smart casual business dress style. Whatever works for you
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Thanks Becci. All the ones noted said no but we managed to get Pulse to look at it.
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Not implemented yet. Client likes the sound and going ahead but we need to do a few things in the SSAS first. Not good news about your DB transfer.
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This just arrived in the post
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Don't think anyone has found a quick way. There was a thread on this recently here.
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There are a couple of paid for services that you could use: Deposit Sense and Cashcade cash
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had one recently and lots of providers no longer take trust (not SIPP trust) money. We used Cater Allen Bank but I think they may now have some restrictions in place.
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We have built our own tool so it fits exactly what we do and that's an option although it does involve time and money to set up. I've tried and/or used most of the automated ones available and in my opinion the best ones are: * Genovo * ATEB Suitab…
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Just had to do one of these and that spreadsheet very helpful. Was the 152% growth an arbitrary figure used or is there some more science to it that I'm missing?
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If the revaluation is not more than CPI since 06.04.11 it won't be accrual. If it is more (and scheme rules prior to 2010 don't allow for it) it'll be a pension input amount and my understanding is that it would breach FP.
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My order arrived. A photocopy of the PDF I downloaded from the site
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Dan, this is a useful article from Barnett Waddingham (great site for all tech pensions stuff). This is a useful overview article on Professional Adviser.
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It's the Synaptic Research software (you can tell how often me and Colin use it ) They have these bonds in there from OM.