richallum
Can't remember what this box is for.
About
- Username
- richallum
- Joined
- Visits
- 2,283
- Last Active
- Roles
- Administrator
Comments
-
That sounds like a positive step forward @mrswhit13
-
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.
-
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…
-
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.
-
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)
-
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…
-
Lang Cat Platform Analyser is very good and well worth a look.
-
We've sent an email to everyone who registered an interest in this.
-
WE use https://www.getharvest.com/
-
Thanks @Hucko & @richardgough I think we may be ok now but it's good to have other options.
-
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.
-
FundsNetwork
-
Hi @Andy_Schleider we track all time on any activity. As well as client work we also have categories for business management, business development, CPD & training & a catchall misc one. We try to add notes to each activity to see what's goin…
-
Genova integrates with Xplan.
-
I've used Wikipedia for this in the past.
-
Thanks @Suse1969
-
This is a very good thread.
-
Hi @richardgough I know Filehaven and CodePotato (they host this site) and it's great for adviser/client comms but doesn't quite fit what we need.
-
Hi @jeff Have a look at this from about 22 mins https://www.crowdcast.io/e/research-analysis-apr21
-
Hi @redlionroars and welcome to the Assembly. Hope you find this a useful resource and feel free to ask any questions.
-
No-one actually knows. We've got nearly 3,000 in this community and most of them are PPs. From my time sitting as a professional body board member until a few years ago, PPs were about 10% of the overall membership. I think it may have gone up a bit…
-
Hi Chris, I just did a case like this and 7IM accepted the transfer and voluntary scheme pay for previous years annual allowance charge. I think they may look at it on a case by case basis. The annual allowance excess is added on top of her …
-
Hi Pedro, We do (a) for our adviser clients as outsourced paraplanners. This would involve TVC, APTA and report based on the facts and client objectives. Not regulated of course so it would be your name on the report and you give the advice etc. …
-
Hi @seanhurst Good question. The DP tool is very good, we did a review on it with some tips (it's here if you want to read it). You've already done a risk profile on them using Defaqto and based suitability on this. That's all ok. I have a differ…
-
You should definitely join https://nextgenplanners.co.uk/
-
Hiscox is the only company offering terms for new risks and only want sole traders or very small firms to limit the risks. I did a full review of the market in December and that's it.
-
Have you looked at using Langcat Platform Analyser to help with the research and due diligence?
-
@JoeRobbins this might interest you https://www.plan-works.co.uk/recruitment/
-
Hi @JoeRobbins and welcome. Good choice of chocolate. Are you in a Paraplanning role while studying?
-
Hi @ruthiebusybee It's not exactly what you asked for but we've worked with Dominika of https://rie.solutions/ and she offers support for project and practice management for FS businesses. She also works with several of our other clients.