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ruthiebusybee
About
Username
ruthiebusybee
Joined
July 2018
Visits
323
Last Active
February 14
Roles
Member
Activity
Discussions
36
Comments
45
Discussions
Making gifts to benefit recipients
70
views
1
comment
0
points
Most recent by
richardgough
July 2023
General
Experienced administrator role - Oxfordshire
39
views
0
comments
0
points
Started by
ruthiebusybee
July 2023
Job Board
MWPA 1882 and powers held by the trustees to vary beneficiary
90
views
2
comments
0
points
Most recent by
ruthiebusybee
June 2023
Technical stuff
From Paraplanner to Financial Planner
336
views
4
comments
0
points
Most recent by
Nath
February 2023
General
Investment Policy Statement
57
views
0
comments
0
points
Started by
ruthiebusybee
October 2022
General
Any users of XPlan? Looking for opinions!
279
views
5
comments
0
points
Most recent by
richardgough
November 2022
General
Administrator required! Oxfordshire/hybrid
31
views
0
comments
0
points
Started by
ruthiebusybee
October 2022
Job Board
Trainee financial planner position - Oxfordshire/hybrid - ideal opp for admin/paraplanners
38
views
0
comments
0
points
Started by
ruthiebusybee
October 2022
Job Board
PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value
45
views
0
comments
0
points
Started by
ruthiebusybee
August 2022
General
Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)
118
views
3
comments
0
points
Most recent by
PoppySheppard
July 2022
General
TRS - Registering for clients
161
views
4
comments
0
points
Most recent by
richardgough
May 2022
General
Bare Trusts - who are you advising??
146
views
2
comments
0
points
Most recent by
ruthiebusybee
December 2021
General
Platform due diligence sources
155
views
5
comments
0
points
Most recent by
ruthiebusybee
November 2021
General
When to report chargeable events
748
views
2
comments
0
points
Most recent by
ruthiebusybee
June 2021
General
I'm going to raise that subject again - Adviser charging statements and Mifid2
104
views
0
comments
0
points
Started by
ruthiebusybee
January 2021
General
Project management - webinars/reading?
142
views
4
comments
0
points
Most recent by
ruthiebusybee
December 2020
General
'Simple' fund switch letter
226
views
1
comment
0
points
Most recent by
JoshuaKnight
September 2020
General
Keeping up to date............
86
views
0
comments
0
points
Started by
ruthiebusybee
September 2020
General
Looking for a good top-slicing webinar
146
views
4
comments
0
points
Most recent by
ruthiebusybee
September 2020
General
How do you present your reports?
292
views
5
comments
0
points
Most recent by
ruthiebusybee
November 2019
General
What DO you DO?
247
views
1
comment
0
points
Most recent by
Andy_Schleider
October 2019
General
Grammar bug bear - opinions please!
612
views
6
comments
0
points
Most recent by
Nathan
October 2019
General
CoInvestor for EIS etc research
109
views
2
comments
0
points
Most recent by
Nathan
October 2019
General
Salary sacrifice - help!
167
views
6
comments
0
points
Most recent by
ruthiebusybee
September 2019
General
Reduction in Yield Calculator
3.4K
views
13
comments
0
points
Most recent by
Andy_Schleider
April 2019
General
MiFID compliant charges and review docs
338
views
12
comments
0
points
Most recent by
charlotte.e
June 2019
General
Cost Comparison - Break-even point
137
views
3
comments
0
points
Most recent by
ruthiebusybee
February 2019
General
"Top-Up" Investments
1.3K
views
14
comments
0
points
Most recent by
Nathan
February 2019
General
Which recruitment companies are best?
102
views
0
comments
0
points
Started by
ruthiebusybee
January 2019
Job Board
Administrator wanted!
101
views
1
comment
0
points
Most recent by
stacey_smith
April 2019
Job Board
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