ruthiebusybee

Discussions

• Offshore platforms for a GIA or similar

  41 views 0 comments 0 points Started by ruthiebusybee September 28 Products & providers
• Updating our report style - looking for great webinars for inspiration!

  70 views 3 comments 0 points Most recent by ruthiebusybee September 28Paraplanning tips & tricks
• Vulnerable Persons Trust Election

  64 views 2 comments 0 points Most recent by les_cameron January 20Technical stuff
• Phased Drawdown Calculator

  158 views 4 comments 0 points Most recent by ruthiebusybee March 2025Technical stuff
• Part-time administrator role - Oxfordshire

  32 views 0 comments 0 points Started by ruthiebusybee February 2025 Job Board
• Making gifts to benefit recipients

  89 views 1 comment 0 points Most recent by richardgough July 2023General
• Experienced administrator role - Oxfordshire

  60 views 0 comments 0 points Started by ruthiebusybee July 2023 Job Board
• MWPA 1882 and powers held by the trustees to vary beneficiary

  154 views 2 comments 0 points Most recent by ruthiebusybee June 2023Technical stuff
• From Paraplanner to Financial Planner

  368 views 4 comments 0 points Most recent by Nath February 2023General
• Investment Policy Statement

  70 views 0 comments 0 points Started by ruthiebusybee October 2022 General
• Any users of XPlan? Looking for opinions!

  382 views 5 comments 0 points Most recent by richardgough November 2022General
• Administrator required! Oxfordshire/hybrid

  39 views 0 comments 0 points Started by ruthiebusybee October 2022 Job Board
• Trainee financial planner position - Oxfordshire/hybrid - ideal opp for admin/paraplanners

  46 views 0 comments 0 points Started by ruthiebusybee October 2022 Job Board
• PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value

  60 views 0 comments 0 points Started by ruthiebusybee August 2022 General
• Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)

  144 views 3 comments 0 points Most recent by PoppySheppard July 2022General
• TRS - Registering for clients

  172 views 4 comments 0 points Most recent by richardgough May 2022General
• Bare Trusts - who are you advising??

  154 views 2 comments 0 points Most recent by ruthiebusybee December 2021General
• Platform due diligence sources

  169 views 5 comments 0 points Most recent by ruthiebusybee November 2021General
• When to report chargeable events

  902 views 2 comments 0 points Most recent by ruthiebusybee June 2021General
• I'm going to raise that subject again - Adviser charging statements and Mifid2

  114 views 0 comments 0 points Started by ruthiebusybee January 2021 General
• Project management - webinars/reading?

  150 views 4 comments 0 points Most recent by ruthiebusybee December 2020General
• 'Simple' fund switch letter

  242 views 1 comment 0 points Most recent by JoshuaKnight September 2020General
• Keeping up to date............

  98 views 0 comments 0 points Started by ruthiebusybee September 2020 General
• Looking for a good top-slicing webinar

  158 views 4 comments 0 points Most recent by ruthiebusybee September 2020General
• How do you present your reports?

  297 views 5 comments 0 points Most recent by ruthiebusybee November 2019General
• What DO you DO?

  256 views 1 comment 0 points Most recent by Andy_Schleider October 2019General
• Grammar bug bear - opinions please!

  691 views 6 comments 0 points Most recent by Nathan October 2019General
• CoInvestor for EIS etc research

  124 views 2 comments 0 points Most recent by Nathan October 2019General
• Salary sacrifice - help!

  181 views 6 comments 0 points Most recent by ruthiebusybee September 2019General
• Reduction in Yield Calculator

  4.2K views 13 comments 0 points Most recent by Andy_Schleider April 2019General
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