AndyRichards

Discussions

• Pension Cost Comparison (OCF v OCF or OCF v MIFID II charges)

  215 views 2 comments 0 points Most recent by Mosher June 2021Technical stuff
• Pension freedoms and means-tested benefits

  110 views 4 comments 0 points Most recent by Nathan June 2020Technical stuff
• Consolidating Funds/Shares - Book cost?

  314 views 9 comments 0 points Most recent by benjaminfabi January 2020Technical stuff
• Paraplanner wanted (Bristol - potential for flexible working)

  117 views 0 comments 0 points Started by AndyRichards October 2019 Job Board
• Due Diligence - Platforms

  150 views 3 comments 0 points Most recent by AndyRichards August 2019Technical stuff
• Asset Allocation

  107 views 0 comments 0 points Started by AndyRichards July 2019 Technical stuff
• Ethical Providers (alternatives to Parmenion)

  211 views 4 comments 0 points Most recent by Rcaisley August 2019Technical stuff
• Anyone used the i4C Cashflow Planning tool before?

  326 views 5 comments 0 points Most recent by Suse1969 July 2019Technical stuff
• Fonts for reports

  452 views 23 comments 0 points Most recent by benjaminfabi October 2022Technical stuff
• Enhanced Annuity Providers

  187 views 8 comments 0 points Most recent by Andy_Schleider June 2019Technical stuff
• Consolidating shares

  100 views 1 comment 0 points Most recent by Colinstewart76 June 2019Technical stuff
• Cashflow Planning Tools

  216 views 4 comments 0 points Most recent by arongunningham June 2019Technical stuff
• Book cost calculations for Fund convertions

  92 views 2 comments 0 points Most recent by AndyRichards May 2019Technical stuff
• Model Portfolios

  146 views 3 comments 0 points Most recent by DanAtkinsonUK May 2019Technical stuff
• NHS 2015 Scheme - ERRBO

  129 views 0 comments 0 points Started by AndyRichards April 2019 Technical stuff
• Peer to Peer Products - Due Diligence

  178 views 6 comments 0 points Most recent by AndyRichards June 2019Technical stuff
• PROD rules

  101 views 0 comments 0 points Started by AndyRichards April 2019 Technical stuff
• Accounting for bonus units for a switch cost comparison

  124 views 4 comments 0 points Most recent by benjaminfabi April 2019Technical stuff
• Discretionary Loan Trust - Investment Bond

  163 views 4 comments 0 points Most recent by DanAtkinsonUK March 2019Technical stuff
• Reduction in Yield Comparison

  317 views 7 comments 0 points Most recent by AndyRichards March 2019Technical stuff
• Cash ISA transfer

  168 views 2 comments 0 points Most recent by Gustavo_Fring February 2019Technical stuff
• Critical yield for Drawdown

  622 views 3 comments 0 points Most recent by benjaminfabi January 2019Technical stuff
• Risk & Capacity for loss

  431 views 5 comments 0 points Most recent by Suse1969 January 2019Paraplanning tips & tricks