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LifeTalk Update - 20th March 2015

LifeTalk and 6 others: What was the moment that you were most proud to be a financial adviser?

Eugenie Cameron and 1 other: Is anyone (like us) still not fully paperless?

LifeTalk and 3 others: What did you learn this week?


David Stealey and 6 others: Does Anyone actually take AF2?

Sam Caunt and 6 others: Standard Life have sent us an email with a pdf file attachment. Question about saving password protected pdf files

New job: Qualified Financial Planner with options to become management/shareholder


Scot Ward and 5 others: FCA Fit & Proper Person Test. Does anyone know if any networks or companies would still accept me?

Richard Leeson and 12 others: Looking for views on adviser charging on Drawdown. The basic question is "should these come from income or capital?"

David Cockling: Does anyone know or have views on what costs of a scheme can be covered by the employer?



Dennis Hall and 5 others: Pensions taken out for children - tax relief question

David Bolton and 3 others: I have two clients who will be going into Flexi-Access Drawdown and need to write the reports ASAP and our compliance department haven't written a template yet. Question

Philip Wise and 3 others: Audio-typing seems to be a rare skill nowadays. Does anybody use a bureau which they would recommend?


LifeTalk and 22 others: What are your favourite quotes about Money?

Paul Harding and 2 others: I read comments on another website to the effect that some providers are saying they won’t allow clients to access their pension pots without the involvement of an IFA. Really?

New job: Diploma Qualified Advisers required – APPOINTMENTS PROVIDED - Self Employed – Unlimited earnings


Good news!

You can now post job advertisements on LifeTalk without charge. Here’s how


This is very clever. Learn how one IFA attracted £100,000 in fee income just by using LinkedIn – you’ll be surprised at how he does it

And discover how another IFA got a new investment client the very first time he used our LinkedIn techniques. We are running out of places at the London workshop so sign up now:

· London on 16th April:

· Plymouth on 21st April:


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