Online Howwows 2018

richallumrichallum Administrator
Got any good ideas for this year?  People you'd like us to get, topics you'd like covered etc?

Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

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  • @richallum I'm surprised there hasn't been any suggestions mentioned yet on here! Maybe a good sign that so many of the really pressing issues were covered in the 2017 Howwows!

    Some ideas:
    • A recap on exam technique/ revision help either before the April 2018 or October 2018 set of advanced papers
    • A 'making the life of a paraplanner easier' session (not sure how this would work in practise, but maybe involve ideas and problems that need help being sent in prior to the session and then a collaborative effort to solve them)
    • Another session with Rory Percival, on his views on regulatory progress/ key areas of concern
    • Time management/ adviser management!
    • Sessions on more niche areas of the market with experts (EIS/SEIS, VCTs, Commercial Properties in SIPPs, SSAS loans, Trustee investments etc.)
    • An Excel session for improving processes or making calculations that little bit easier (again not sure how this would work in practise)
    • A session on DB transfers once some of the dust has settled with the BSPS, including the new APTA formula and presricbed TVC if relevant. 


    amarshall

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  • JonaJona Member
    What about a MiFID II update a few months in - to see what's come out in the wash and sharing best practice?
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  • richallumrichallum Administrator
    Thanks @Jamie_Barnes & @Jona all good ideas.  We've had some sent in 'offline' too in response to this and building up some good content for 2018.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

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  • Drawdown investment strategies.

    Jona

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