PeterM

Discussions

• Would this fall under DB transfer rules?

  78 views 4 comments 0 points Most recent by PeterM July 31Technical stuff
• Buddy Transfer - One member missed the 12 month deadline

  62 views 3 comments 0 points Most recent by les_cameron July 18Technical stuff
• Annuity for a dependant child

  114 views 0 comments 0 points Started by PeterM May 14 Technical stuff
• Using part of crystallised drawdown pot to buy a fixed term annuity

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

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

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

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

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

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

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

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

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

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

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

  4.9K views 6 comments 0 points Most recent by parawhat June 2019General
• Solar/Care Home/Renewable Bonds from EIS providers

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

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

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

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

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

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

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

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

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

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

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