richallum
Can't remember what this box is for.
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- richallum
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She could transfer to a stakeholder (they have to accept) then to her scheme of choice.
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Can you do a bulk export of all portfolios? We have 6,000+
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Here’s the story on this. https://www.gibsonlamb.co.uk/fe-analytics-our-awful-experience/
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Good points. Not as clear as I'd like. Will feedback when we get more from our compliance people.
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HUGE thumbs up
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Some in house PPs may have discretion over the timing of a trade for example.
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@Suse1969 I don't think there will be any harm. I can't see how outsourced could be included as we have no discretion or direct client involvement. Some might see it as an advantage ;-)
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Wish we still had the thumbs up button as that's a cracking answer.
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@arongunningham didn't know we had a file size limit, I'll look into it. I raised the lack of effect with DT at their launch event. Hope they add that it as it is a requirement. Can you share the file via Dropbox link? If not send to me and I'll …
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I think it was him.
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IT reads as though he's confused about what a paraplanner actually does. There's admin, report writers and paraplanners. All valuable, all different, can also be the same person. Part of any of these roles will be taken over by AI (as in most indust…
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Wednesday's Howwow will cover this. Also, this is interesting development.
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Capacity for loss is relatively easily calculated in a cash flow tool - it's a number. Tolerance is an attitude, feeling, behaviour etc and there isn't a tool to calculate that. It needs to be a discussion with the client.. I like @richardgough "…
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@ParaP might be easier to talk through how we do this. DM your number and I'll call.
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What do you want to manage with the workflow? Is it case tracking or tasks too? We’ve used Harvest for time tracking for 10 years and it’s very good.
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👨🏻💻👏🏏
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Thanks @DanAtkinsonUK OMW is looking best out of the ones I've researched so far.
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I've read all the books by the guys at Basecamp and made lots of changes over the years as a result. The two at the top of this list are probably the most useful but all four are worth it IMO.
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Mike from langcat has posted a good summary of the discussions on the Howwow here. I've attached the example statements we talked about below. Ascentric has dummy numbers in - they were very happy to show the format of the statement in the Howwow…
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That's a big issue we're thinking about. Money in/out during the year doesn't help either.
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@benjaminfabi that's a sample provided by a platform but I agree. One of the issues I have with these so far is that the total value of the portfolio isn't shown. That would give context to the charges.
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Here's an example
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These should include platform, advice and investment costs.
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There's one missing from there that I was hoping would respond too.
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The Exchange has Business Protection. As @Jona sats it's just term assurance.
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Yes. Personal Savings Allowance too although that may be restricted depending on the gain. The personal allowance could be at risk too depending on the gain. Are you looking at the option of an excess withdrawal over the 5% vs full segment(s) sur…
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Love a good data site.
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http://landregistry.data.gov.uk/app/ukhpi/browse?from=2017-12-01&location=http://landregistry.data.gov.uk/id/region/united-kingdom&to=2018-12-01
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Hi @esthomizzy Tax relief and annual allowance are separate things. The maximum contribution the client can get tax relief on this year is 100% of relevant earnings. It's only the current year's earnings that apply. An annual allowance tax…
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Thanks @Suse1969