Toggle navigation
Events
Supporters
Resources
Get Involved
Home
›
richallum
›
Discussions
richallum
Can't remember what this box is for.
About
Username
richallum
Joined
March 2016
Visits
2,368
Last Active
April 10
Roles
Administrator
Activity
Discussions
94
Comments
491
Discussions
Ask the expert - Business protection with Jon Hall, Scottish Widows
57
views
3
comments
0
points
Most recent by
les_cameron
April 3
Technical stuff
Missing base costs for CGT
85
views
2
comments
0
points
Most recent by
richallum
March 11
Technical stuff
VCT & pension contributions
196
views
9
comments
0
points
Most recent by
les_cameron
February 27
Technical stuff
Follow up to pensions & death Online Assembly
78
views
8
comments
0
points
Most recent by
les_cameron
February 20
Technical stuff
We're recruiting at The Paraplanners
92
views
0
comments
0
points
Started by
richallum
October 2024
Job Board
What AI tools or services are you using or looking at?
714
views
26
comments
0
points
Most recent by
benjaminfabi
March 21
Technology & IT
New M&G Technical site
193
views
0
comments
0
points
Started by
richallum
February 2024
Technical stuff
We're looking for another paraplanner to join The Paraplanners
96
views
0
comments
0
points
Started by
richallum
January 2024
Job Board
New lifetime allowance technical notes from Prudential / M&G
150
views
0
comments
0
points
Started by
richallum
January 2024
Technical stuff
Which banks do platforms use
96
views
1
comment
0
points
Most recent by
richallum
September 2023
Products & providers
Mandating income
65
views
0
comments
0
points
Started by
richallum
September 2023
Products & providers
Follow up questions from today's Online Assembly on lifetime allowance
143
views
9
comments
0
points
Most recent by
richallum
April 2023
Technical stuff
Come and join us at The Paraplanners
133
views
0
comments
0
points
Started by
richallum
February 2023
Job Board
Offshore bonds and 5% tax deferred allowance
736
views
5
comments
0
points
Most recent by
benjaminfabi
April 2022
Technical stuff
No book costs for GIA
312
views
5
comments
0
points
Most recent by
richallum
March 2022
Technical stuff
Individual protection 2016
79
views
2
comments
0
points
Most recent by
richallum
March 2022
Technical stuff
Inflation rates in cash flow
173
views
7
comments
0
points
Most recent by
Nath
February 2022
Technology & IT
FE Analytics issues
298
views
7
comments
0
points
Most recent by
ChrisW
May 2023
Technology & IT
Business and/or client bank for sale
232
views
0
comments
0
points
Started by
richallum
December 2021
Outsourced & freelance paraplanners
Borrowing using portfolio as security
53
views
0
comments
0
points
Started by
richallum
December 2021
Products & providers
CFP & Chartered Status - CISI
1.7K
views
12
comments
0
points
Most recent by
Sam_T
June 2022
CPD & Exams
Trust Registration Service
107
views
0
comments
0
points
Started by
richallum
October 2021
Technical stuff
Are you a team leader or manager?
1.4K
views
41
comments
0
points
Most recent by
Cwalker83
August 2024
Team leaders & managers
Good speaker on wills, POA & deed of variation
185
views
3
comments
0
points
Most recent by
richallum
August 2021
General
Back office data and Regulatory data
146
views
2
comments
0
points
Most recent by
richallum
May 2021
General
Client contact, collaboration & messaging systems
161
views
3
comments
0
points
Most recent by
richallum
April 2021
Outsourced & freelance paraplanners
Client moving to US - pension issue
91
views
1
comment
0
points
Most recent by
parawhat
September 2020
Products & providers
Paraplanners wanted for paid research project
165
views
0
comments
0
points
Started by
richallum
July 2020
General
Running a small business during COVID-19
994
views
36
comments
0
points
Most recent by
richallum
June 2020
Outsourced & freelance paraplanners
Client money accounts
56
views
0
comments
0
points
Started by
richallum
October 2019
Products & providers
More Discussions