richallum
Can't remember what this box is for.
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I have a case with similar issues although it's a SIPP and we're using Transact. Does need an intermediary to set up but you can remove yourself after although they do charge more for that.
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Thanks @les_cameron
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@Richard have a look at this WE built the guide based on things we'd been asked by compliance teams.
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When we used Word we had the functions you mention (and more) built by Melanie at https://www.expertofficedocuments.co.uk/ She's fantastic and that could be a good option for you as it's more customisable than an off the shelf option.
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Hi @Chris1 have a look at the Paraplanner Directory.
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@Nath are you using a tool to work out the IRR? If so, which one? I get a slightly different return <5%.
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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)