Gustavo_Fring

Discussions

• Updating suitability templates for 2024/25

  224 views 3 comments 0 points Most recent by Gustavo_Fring March 2024General
• Moneyinfo factfind

  248 views 2 comments 0 points Most recent by BryceClark22 February 2023Technology & IT
• Collating client info for Voyant

  494 views 5 comments 0 points Most recent by richardgough March 2022Team leaders & managers
• Voyant - Adviser or Adviser Go?

  255 views 4 comments 0 points Most recent by Jona November 2021Technology & IT
• LTA test at 75 with more than one drawdown plan

  280 views 7 comments 0 points Most recent by Sam_T April 2022Technical stuff
• Digital factfinds

  108 views 0 comments 0 points Started by Gustavo_Fring February 2021 Technology & IT
• Xplan - Document templates and Python Coding

  448 views 2 comments 0 points Most recent by richardgough November 2022Technology & IT
• 'Lower value' clients

  228 views 5 comments 0 points Most recent by Gustavo_Fring June 2020General
• Recommend me an office chair

  187 views 6 comments 0 points Most recent by Gustavo_Fring May 2020General
• Assessing an interviewee's writing ability

  610 views 13 comments 0 points Most recent by richallum February 2020Team leaders & managers
• Charge comparisons for replacement business (RIY)

  340 views 14 comments 0 points Most recent by Nath December 2019Technical stuff
• Client Meeting Attendance

  366 views 6 comments 0 points Most recent by Caro December 2019General
• Fastrak/Sprint Technology

  145 views 0 comments 0 points Started by Gustavo_Fring October 2019 Technology & IT
• Use of iPads in client meetings

  172 views 2 comments 0 points Most recent by Jona September 2019Technology & IT
• External consultants

  213 views 7 comments 0 points Most recent by amarshall September 2019Team leaders & managers
• Voice recognition software

  170 views 6 comments 0 points Most recent by Gustavo_Fring September 2019Technology & IT
• Onboarding of children

  98 views 2 comments 0 points Most recent by Gustavo_Fring July 2019General
• Voyant Query: Overpayment of Interest Only Mortgage

  352 views 5 comments 0 points Most recent by Gustavo_Fring July 2019Technology & IT
• Updating templates for 2019/20

  129 views 3 comments 0 points Most recent by Gustavo_Fring March 2019General
• Order of BCEs when buying an annuity, net of PCLS

  121 views 4 comments 0 points Most recent by Gustavo_Fring March 2019Technical stuff
• Moving to Intelliflo

  206 views 1 comment 0 points Most recent by arongunningham August 2018Technology & IT
• Moving from an Advisory to Discretionary investment proposition

  200 views 12 comments 0 points Most recent by Gustavo_Fring July 2018General
• AF7 training

  489 views 7 comments 0 points Most recent by Gustavo_Fring July 2018CPD & Exams
• No. of Paraplanners in UK

  402 views 7 comments 0 points Most recent by Caro March 2018General
• O&M/Selectapension - 'Additional Growth Required' figures

  210 views 3 comments 0 points Most recent by benjaminfabi September 2017Technology & IT
• Audio Visual Ideas

  202 views 2 comments 0 points Most recent by Gustavo_Fring August 2017Technology & IT
• Review/Rebalance Process

  363 views 4 comments 0 points Most recent by Nathan August 2017General