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richallum
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About
Username
richallum
Joined
March 2016
Visits
2,294
Last Active
May 17
Roles
Administrator
Activity
Discussions
89
Comments
479
Discussions
What AI tools or services are you using or looking at?
187
views
11
comments
0
points
Most recent by
richardgough
May 13
Technology & IT
New M&G Technical site
177
views
0
comments
0
points
Started by
richallum
February 12
Technical stuff
We're looking for another paraplanner to join The Paraplanners
64
views
0
comments
0
points
Started by
richallum
January 24
Job Board
New lifetime allowance technical notes from Prudential / M&G
143
views
0
comments
0
points
Started by
richallum
January 3
Technical stuff
Which banks do platforms use
87
views
0
comments
0
points
Started by
richallum
September 2023
Products & providers
Mandating income
61
views
0
comments
0
points
Started by
richallum
September 2023
Products & providers
Follow up questions from today's Online Assembly on lifetime allowance
136
views
9
comments
0
points
Most recent by
richallum
April 2023
Technical stuff
Come and join us at The Paraplanners
117
views
0
comments
0
points
Started by
richallum
February 2023
Job Board
Offshore bonds and 5% tax deferred allowance
470
views
5
comments
0
points
Most recent by
benjaminfabi
April 2022
Technical stuff
No book costs for GIA
269
views
5
comments
0
points
Most recent by
richallum
March 2022
Technical stuff
Individual protection 2016
76
views
2
comments
0
points
Most recent by
richallum
March 2022
Technical stuff
Inflation rates in cash flow
158
views
7
comments
0
points
Most recent by
Nath
February 2022
Technology & IT
FE Analytics issues
248
views
7
comments
0
points
Most recent by
ChrisW
May 2023
Technology & IT
Business and/or client bank for sale
218
views
0
comments
0
points
Started by
richallum
December 2021
Outsourced & freelance paraplanners
Borrowing using portfolio as security
51
views
0
comments
0
points
Started by
richallum
December 2021
Products & providers
CFP & Chartered Status - CISI
1.5K
views
12
comments
0
points
Most recent by
Sam_T
June 2022
CPD & Exams
Trust Registration Service
105
views
0
comments
0
points
Started by
richallum
October 2021
Technical stuff
Are you a team leader or manager?
1.3K
views
39
comments
0
points
Most recent by
jonathanrider
February 28
Team leaders & managers
Good speaker on wills, POA & deed of variation
167
views
3
comments
0
points
Most recent by
richallum
August 2021
General
Back office data and Regulatory data
132
views
2
comments
0
points
Most recent by
richallum
May 2021
General
Client contact, collaboration & messaging systems
153
views
3
comments
0
points
Most recent by
richallum
April 2021
Outsourced & freelance paraplanners
Client moving to US - pension issue
89
views
1
comment
0
points
Most recent by
parawhat
September 2020
Products & providers
Paraplanners wanted for paid research project
162
views
0
comments
0
points
Started by
richallum
July 2020
General
Running a small business during COVID-19
987
views
36
comments
0
points
Most recent by
richallum
June 2020
Outsourced & freelance paraplanners
Client money accounts
54
views
0
comments
0
points
Started by
richallum
October 2019
Products & providers
Bond gain calculator (CashCalc alternative)
266
views
6
comments
0
points
Most recent by
parawhat
September 2019
Technology & IT
Off the shelf passive portfolios
224
views
10
comments
0
points
Most recent by
SW1990
September 2019
Products & providers
New trust registration rules
144
views
8
comments
0
points
Most recent by
Suse1969
June 2019
Technical stuff
Tax wrapper tools
199
views
1
comment
0
points
Most recent by
julesstewart1983
May 2019
Paraplanning tips & tricks
Junior ISA
164
views
8
comments
0
points
Most recent by
Andy_Schleider
May 2019
Products & providers
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