Comments for The Paraplanner

Comment on Paraplanner Insight by Roxanne Freeman

Roxanne Freeman — Mon, 29 Dec 2008 12:28:30 +0000

hi, I am trying to get in touch with Martin - I am an old personal Friend, could you pass this message on to him if you are still in touch with him

Thanks

Comment on Digging deeper - Section 32 Review by xuxppxxuxyyy

xuxppxxuxyyy — Sat, 27 Dec 2008 08:41:27 +0000

hello it is test. WinRAR provides the full RAR and ZIP file support, can decompress CAB, GZIP, ACE and other archive formats.

Comment on Using your paraplanner effectively by Ann M McLoughlin

Ann M McLoughlin — Tue, 23 Dec 2008 16:07:49 +0000

I was recently laid off from a small firm where I had been a paraplanner. I am in the Albany, NY area looking for a paraplanner position like the one I just had but I am not finding any of these openings..many people do not even know what a paraplanner is. Does anyone have any suggestions?

Ann

Comment on The thoughts of a Paraplanner by Glen

Glen — Mon, 22 Dec 2008 10:36:06 +0000

As James points out the asset allocation research in fact outlines that it determines portfolio volatility. Far to many people miss quote this, in fact asset allocation will effect returns but also big players in this are market timing (initiall(, period of investment and crucially the charges and tax have a big impact on returns so a low TER crucial, hence the importnace of ETF’s in a portfolio. In addition to thias if you head down the managed fund route smaler botique funds tend to out perform mpore consistently than the large fund houses and the longer a manager is in charge the better consistency of returns, so be careful when realying to much on the asset allocation modelling, this should be used for risk profiling !

Comment on A challenge! by Heidi Witham

Heidi Witham — Wed, 10 Dec 2008 11:59:06 +0000

Well, I have asked AQA before (a text based service; text any question in the world to 63336 and they reply!) and this is their definition:

“Paraplanners provide administrative support to financial services people, so that they can focus on selling. They often focus on one area such as mortgages.”

So, we are mortgage administrators then. Oh.

I usually get a better response from them when asking whose round it is next (never mine)!

Comment on The thoughts of a Paraplanner by Bookmarks about Martin

Bookmarks about Martin — Sat, 06 Dec 2008 17:00:23 +0000

[…] - bookmarked by 5 members originally found by zivilist on 2008-10-27 The thoughts of a Paraplanner http://www.theparaplanner.com/2008/07/22/the-thoughts-of-a-paraplanner/ - bookmarked by 3 members […]

Comment on Paraplanner Insight by Rich

Rich — Wed, 05 Nov 2008 21:48:06 +0000

Hi Martin,

Great article - well worded and concise!

Comment on Salary Sacrifice by Ian Lees

Ian Lees — Wed, 22 Oct 2008 06:07:45 +0000

I have found SIPP Centre to be a most efficient facility for Pensions,
The staff are helpful and unlike the problems at Scottish Widows - where theeir Trustees do NOT act impartially to members. Furthermore the clents have benefitted more by using the SIPP Centre facility and now they are able toplace contracted out benefits into SIPP’s and insurance companies are awash with htese old contracted out schemes. FOr example Scottish Widows set up arrangements through companies - “pensionbuilder “, through the Unions eg electrical. Now that SIPPs can accept these there is a large market waiting - and givne the financial instability of companies like Scottish Widows, now owned by Edinburgh’s Trustee Savings Bank ( TSB ) advisers need to look at this area - to reduce the concern for scheme members. We need look no further back than Equitable Life - to see the devastation casued to scheme members and policyholders.

Comment on On the Road and ready! by Heather Allison

Heather Allison — Tue, 14 Oct 2008 12:22:42 +0000

I registered for the Edinburgh event this week however I havent received a confirmation email.

thanks
Heather

Comment on Online Finance Awards by Rich

Rich — Fri, 10 Oct 2008 05:59:23 +0000

I’ll vote!!