richallum
Can't remember what this box is for.
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- richallum
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Comments
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Hi Mark & welcome to the Big Tent.
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@arongunningham we've done larger fonts but the adviser has asked the client at some stage in the process if they have any accessibility issues. Also done a recorded suitability before!
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Roboto 11
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I think it will be that for new trusts but the existing trust will be the pain point.
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Agree @benjaminfabi Think I can clarify my comments a bit better as I was only coming at it from the adviser's point of view. My comments are still valid for that. All new Trusts created after 1 April 2020 will need to register, irrespective o…
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Blimey @Navigator That's an impressive reply.
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You've got the pension contribution as employer in that screenshot which could be causing an issue.
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£60
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We used to use Excel and it can be really good but all the points @DanAtkinsonUK states are valid. it's very risky in terms of updates, version control and tracking how it's used. You do get what you pay for with CF tools although you could also …
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We work with a firm who specialise in this. I'll DM you.
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Thanks @DanAtkinsonUK
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@DanAtkinsonUK is that an open session L&G do or was it one they did for you?
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Next Howwow is on protection. This first one mainly on personal but 2nd part will be biz. Have you looked at the NextGen CPD in a box on protection? There's 15 hours so should be something on biz.
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@Andy_Schleider we want to invest
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Hi Anna. Any reasons given why the delay and lack of workshops?
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Thanks @Jamie_Barnes have used them, also AJ Bell into vanguard - they have no wrapper fee so cost is very similar and IFA can control.
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Hi Glyn. We do. Compliance and paraplanning are very closely matched. Give me a call/skype and I can share what we do & how.
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It's at the bottom right of the page @timblowers posted above
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I've had problems with Cofunds and other platforms too but, as an outsourced type, just want to thank Theresa and the team for setting up this address to help us out. It'll make day to day queries a lot easier and is great recognition of the outsour…
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Got very similar case here. Only potential issue is bond being disregarded for care fees.
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Top video again Nathan
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@arongunningham yes
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The FE Analytics one is very good. @benjaminfabi is the master at this and if anyone shared a spreadsheet on here it was him.
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Unless his partner is his wife/husband/civil partner
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It's wrong on every level. I'm beginning to doubt he's really called Alan.
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It's a CISI professional refresher!
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@LucyG don't disagree with you but the language is all wrong: Alan can't pay £1,000 gross pm into a personal pension. "How much tax relief would he get?" - he'd get none. The partner will get £2,400.
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That's my thinking. You can't pay gross to a personal pension for a start. The net contribution would be paid to partner's pension and he/she would get basic rate relief added. £0 is the right answer IMO.
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@benjaminfabi said: Parmenion is correct, but you should be putting the aggregated summary of their disclosure into your ex post report. It's still your disclosure, even if you have 'outsourced' the calculations to the platform. I'm not…