PeterM

Discussions

• Using part of crystallised drawdown pot to buy a fixed term annuity

  225 views 5 comments 0 points Most recent by Calvert76 January 27Technical stuff
• Client portals - Cashcalc v Intelliflo which is best?

  179 views 1 comment 0 points Most recent by TimMatthias July 2023Technology & IT
• Best Cashflow

  504 views 6 comments 0 points Most recent by AK23 October 2023Technology & IT
• Offshore Bond providers who offer Term Deposits

  75 views 2 comments 0 points Most recent by PeterM June 2023Products & providers
• Conquest Financial Planning (new AI financial planning tool)

  237 views 3 comments 0 points Most recent by DanAtkinsonUK March 2023Technology & IT
• Risk Profiling and the current bond market

  82 views 1 comment 0 points Most recent by benjaminfabi October 2022Technical stuff
• Monte Carlo Simulations - What is considered a good result?

  473 views 2 comments 0 points Most recent by Glyn2000 July 2022Technical stuff
• Multiple Annuity Quotes

  82 views 1 comment 0 points Most recent by BeckyJ June 2022Technology & IT
• Group Life/CIC/IP Quotation Portals

  59 views 0 comments 0 points Started by PeterM February 2021 Products & providers
• Who should Fact find - the adviser, the paraplanner, or a combination?

  372 views 4 comments 0 points Most recent by Clare_Weight July 2018General
• EIS and BR investments on RMA Section J

  143 views 0 comments 0 points Started by PeterM May 2018 Technical stuff
• Copy passports for AML - must be black and white?

  4.6K views 6 comments 0 points Most recent by parawhat June 2019General
• Solar/Care Home/Renewable Bonds from EIS providers

  228 views 4 comments 0 points Most recent by Brunello August 2017Technical stuff
• DB Reviews

  238 views 3 comments 0 points Most recent by Nathan May 2017Technical stuff
• Podcasts and Webinars recommendations

  153 views 1 comment 0 points Most recent by richallum February 2017General
• Total Cost of Ownership - How much is too much?

  388 views 7 comments 0 points Most recent by Jamie_Barnes February 2017General
• Synaptic Product & Fund v Defaqto Engage

  347 views 4 comments 0 points Most recent by steph.hydon February 2017Technology & IT
• Passive Model Portfolio Providers

  317 views 7 comments 0 points Most recent by Nathan March 2017Products & providers
• BPR Investments for Companies

  113 views 0 comments 0 points Started by PeterM August 2016 Technical stuff
• Adviser to Paraplanner and Admin ratios

  497 views 5 comments 0 points Most recent by BecciJ July 2016General
• Cash Rates

  106 views 0 comments 0 points Started by PeterM July 2016 Products & providers
• FinaMetrica and cross referrencing to Defaqto and or FE Analytics

  524 views 1 comment 0 points Most recent by benjaminfabi May 2016Technical stuff
• Voyant Market Assumptions

  288 views 3 comments 0 points Most recent by amarshall May 2016Technical stuff