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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?
http://www.ifalife.com/forum/replies.asp?ForumID=3&TopicID=9456

Eugenie Cameron and 1 other: Is anyone (like us) still not fully paperless?
http://www.ifalife.com/forum/replies.asp?ForumID=3&TopicID=9200

LifeTalk and 3 others: What did you learn this week?
http://www.ifalife.com/forum/replies.asp?ForumID=3&TopicID=5310

 

David Stealey and 6 others: Does Anyone actually take AF2?
http://www.ifalife.com/forum/replies.asp?ForumID=68&TopicID=9484

Sam Caunt and 6 others: Standard Life have sent us an email with a pdf file attachment. Question about saving password protected pdf files
http://www.ifalife.com/forum/replies.asp?ForumID=20&TopicID=9485

New job: Qualified Financial Planner with options to become management/shareholder
http://www.ifalife.com/forum/replies.asp?ForumID=86&TopicID=9487

 

Scot Ward and 5 others: FCA Fit & Proper Person Test. Does anyone know if any networks or companies would still accept me?
http://www.ifalife.com/forum/replies.asp?ForumID=68&TopicID=9461

Richard Leeson and 12 others: Looking for views on adviser charging on Drawdown. The basic question is "should these come from income or capital?"
http://www.ifalife.com/forum/replies.asp?ForumID=3&TopicID=9472

David Cockling: Does anyone know or have views on what costs of a scheme can be covered by the employer?
http://www.ifalife.com/forum/replies.asp?ForumID=59&TopicID=9488

 

 

Dennis Hall and 5 others: Pensions taken out for children - tax relief question
http://www.ifalife.com/forum/replies.asp?ForumID=59&TopicID=9479

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
http://www.ifalife.com/forum/replies.asp?ForumID=59&TopicID=9478

Philip Wise and 3 others: Audio-typing seems to be a rare skill nowadays. Does anybody use a bureau which they would recommend?
http://www.ifalife.com/forum/replies.asp?ForumID=3&TopicID=9476

 

LifeTalk and 22 others: What are your favourite quotes about Money?
http://www.ifalife.com/forum/replies.asp?ForumID=3&TopicID=9442

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?
http://www.ifalife.com/forum/replies.asp?ForumID=3&TopicID=9470

New job: Diploma Qualified Advisers required – APPOINTMENTS PROVIDED - Self Employed – Unlimited earnings
http://www.ifalife.com/forum/replies.asp?ForumID=86&TopicID=9480

 

Good news!

You can now post job advertisements on LifeTalk without charge. Here’s how
http://www.ifalife.com/content.asp?PageID=3172

 

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: http://www.ifalife.com/articles.asp?AID=1729

· Plymouth on 21st April: http://www.philipcalvert.com/events.html

 

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