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Budgetting in a challenging environment...   Message List  
Reply | Forward Message #332 of 958 |
Re: Budgetting in a challenging environment...

Hi Peter, every time I visit a client I find unexpected scenarios -
some with higher values and lower numbers of notifications. Then
others with more notifications and lower values. Then everything down
or .... up!!! You name it, it is happening out there. I am hoping
that Smee and Ford will soon have some statistics for the sector.
If only we could influence trustees to a greater extent on NOT
forecasting legacy income!! richard



--- In Legacymarketing@..., "peterconnolly43"
<peterconnolly43@...> wrote:
>
> Hi all,
>
> I am working on our income budget for 2009/10, the indications
being
> quite a significant shortfall (15 to 20%)from those figures
included in
> our 5 year plan (drafted 2 years ago). This shortfall is obviously
due
> in main to the economic environment and outlook.
>
> I'd be really grateful for anyone willing to share their current
> outlook on legacy income for the next couple of years and how
they're
> factoring in the extraordinary current events.
>
> I think I might be challenged internally for being too conservative
and
> thought some sector comparison would be useful.
>
> Thanks in advance,
>
> Pete Connolly
> Scope
>





Mon Oct 13, 2008 5:18 pm

rjradcliffe54
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Forward
Message #332 of 958 |
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Hi all, I am working on our income budget for 2009/10, the indications being quite a significant shortfall (15 to 20%)from those figures included in our 5 year...
peterconnolly43
Offline Send Email
Oct 13, 2008
2:19 pm

Hi Pete, Last year an insider forecaster said that housing stock was overvalued by 30% which seemed a bit extreme then but it looks reasonable now. I...
Richard Hick
eurospheric
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Oct 14, 2008
8:08 am

Hi Peter, every time I visit a client I find unexpected scenarios - some with higher values and lower numbers of notifications. Then others with more...
rjradcliffe54
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Oct 14, 2008
8:08 am

Hi again If you can find a way Richard to influence trustees to do just that then please will you tell me how to do it!!!!!   Yesterday I visited a new client...
Lesley Knowles
lesley3624
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Oct 14, 2008
9:48 am
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