richallum
Can't remember what this box is for.
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- richallum
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Hi @JAMcKay have a look at https://paraplannerdirectory.com/#/
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@JenniferA sure thing.
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@Calvert76 have a look at this blog post. There's a link to the new snippet collection with downloadable graphics and a Word training video.
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Les Cameron from Prudential / M&G saw this and emailed me some thoughts.... They need to investigate - the scheme is wound up so the money is no longer in the scheme and what they have is not a one member OPS. What happened on wind up: …
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Thanks. I'd go with 1, 2 always and 4 in rare cases but normal DIM not.
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Thanks @benjaminfabi can you expand on 4. Depends?
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Thanks everyone. @Clare_Weight that's a great part of FE - we don't have the dates though :-(
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@richardgough said: Assignment to a Co - is this a chargeable event - I'm going back and fore in my head on this - one Les Cameron at Pru? I spoke with Les about this yesterday and he thinks it is an assignment for moneys worth (cavea…
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Looks like it could be a double bad whammy. 💩 💩
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Isn't it an assignment for money or monies worth and so a chargeable event on transfer?
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Thanks @Nath
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@benjaminfabi is right. I think the free account is about 2MB or something silly like that. The Pro acct is £9pm and that'll sort your issue.
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@benjaminfabi I'm with you on different scenarios. I've been asked if this feature is possible so just looking around.
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Thanks. I'm trying to do it across the whole forecast so that the discount rate applied to bring back to today's terms is stepped.
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@Gustavo_Fring Good call @benjaminfabi - do you know if this is possible?
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@richardgough other PDFs such as scans are fine, it's just the RIY & MiFID2 charges ones.
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main issue today - Analytics still not downloading the MIFID charges pdf. Happening across the team here.
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It seems to be intermittent and worse for some of us compared to others.
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That sounds like a positive step forward @mrswhit13
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Hi @Anna . We've had to cap the numbers on this and the first group has started. Looks like we may well have enough for a 2nd group later in the year and I'll add you to the list for that & we'll let you know when there's more news.
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Hi. That's a tricky position but not uncommon. Do you track your time? if so, you could provide stats showing the average length of time it takes you to complete a case and therefore how many cases should be allocated based on your available working…
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Hi Ruth. You're advising the trustees. Daughter (assuming over 18) has a legal right to the income/capital but the asset is still owned by the trustees.
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Are you looking for something just for you to use (Trello is very good if you like kanban and free too) or for a team with lots of MI (Pipedrive is very good for this or you could try something like Asana, Monday.com, Clickup etc)
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Hi @Clare_Weight I'll send you an invite to a Basecamp project where we're running this. You can see the notes from our first meeting and you can add your own thoughts there ready for the next one. The email will go to the email you use here. Please…
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Lang Cat Platform Analyser is very good and well worth a look.
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We've sent an email to everyone who registered an interest in this.
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WE use https://www.getharvest.com/
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Thanks @Hucko & @richardgough I think we may be ok now but it's good to have other options.
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If the scheme has a specified MPA of 55 and is set up before Apr 23, future accrual will have the MPA of 55. That's based on how it's currently written I'm expecting the final rules to be a bit different.
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