richallum
Can't remember what this box is for.
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- richallum
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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…
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Genova integrates with Xplan.
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I've used Wikipedia for this in the past.
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Thanks @Suse1969
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This is a very good thread.
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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.
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Hi @jeff Have a look at this from about 22 mins https://www.crowdcast.io/e/research-analysis-apr21
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Hi @redlionroars and welcome to the Assembly. Hope you find this a useful resource and feel free to ask any questions.
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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…
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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 …
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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. …
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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…
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You should definitely join https://nextgenplanners.co.uk/
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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.
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Have you looked at using Langcat Platform Analyser to help with the research and due diligence?
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@JoeRobbins this might interest you https://www.plan-works.co.uk/recruitment/
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Hi @JoeRobbins and welcome. Good choice of chocolate. Are you in a Paraplanning role while studying?
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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.
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This is a conversation we have with lots of compliance people and it never seems to get settled. The RIY shows the impact of all charges over time no matter what sort they are. Let's say for example that in your example, there are 5 years until r…
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Don't forget we've got our Christmas Coffee Morning next week
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Nice and simple. How do you allow for the impact of any initial charges/fees?
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What are you using now @Clare_Weight instead of RIY?
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Welcome @Amanda_2277 I'm in Sheffield too and know where to come for a Nutella top up now
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Bumping this one to see what tools people are still using for deposit account research for trustees and POA.
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Hi @RickSanchez & @Babyfacesmith Hope you enjoy The Big Tent.
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WE work in a similar way to @Andy_Schleider Fixed fees with base cost and extra for additional policy/scheme/portfolio.
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Our friends at Ascentric (via their M&G/Pru connections) have provided an answer to this: An individuals tax computation involves 7 steps. At step 3 you deduct someone's personal allowance. The personal allowance available can be reduce…
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I thought you could only take a one off lump sum if you deferred before 2016 so not sure what's going on there. AS luck would have it, we're doing a whole Online Assembly on this on 5 August so if you haven't found the answer by then, we'll defin…
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Hi @Rcaisley they're on the blog here
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Hi @JonPaulEllis and welcome.