From: rjradcliffe54 <rradcliffe@...>
Subject: [Legacymarketing] Re: Budgetting in a challenging environment...
To: Legacymarketing@...
Date: Monday, 13 October, 2008, 6:18 PM

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@ yahoogroups. co.uk, "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
>