richallum

Discussions

• We're recruiting at The Paraplanners

  61 views 0 comments 0 points Started by richallum October 2024 Job Board
• What AI tools or services are you using or looking at?

  458 views 13 comments 0 points Most recent by benjaminfabi June 2024Technology & IT
• New M&G Technical site

  191 views 0 comments 0 points Started by richallum February 2024 Technical stuff
• We're looking for another paraplanner to join The Paraplanners

  94 views 0 comments 0 points Started by richallum January 2024 Job Board
• New lifetime allowance technical notes from Prudential / M&G

  148 views 0 comments 0 points Started by richallum January 2024 Technical stuff
• Which banks do platforms use

  95 views 1 comment 0 points Most recent by richallum September 2023Products & 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 2023Technical stuff
• Come and join us at The Paraplanners

  132 views 0 comments 0 points Started by richallum February 2023 Job Board
• Offshore bonds and 5% tax deferred allowance

  663 views 5 comments 0 points Most recent by benjaminfabi April 2022Technical stuff
• No book costs for GIA

  302 views 5 comments 0 points Most recent by richallum March 2022Technical stuff
• Individual protection 2016

  78 views 2 comments 0 points Most recent by richallum March 2022Technical stuff
• Inflation rates in cash flow

  169 views 7 comments 0 points Most recent by Nath February 2022Technology & IT
• FE Analytics issues

  288 views 7 comments 0 points Most recent by ChrisW May 2023Technology & IT
• Business and/or client bank for sale

  231 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 2022CPD & Exams
• Trust Registration Service

  106 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 2024Team leaders & managers
• Good speaker on wills, POA & deed of variation

  182 views 3 comments 0 points Most recent by richallum August 2021General
• Back office data and Regulatory data

  144 views 2 comments 0 points Most recent by richallum May 2021General
• Client contact, collaboration & messaging systems

  159 views 3 comments 0 points Most recent by richallum April 2021Outsourced & freelance paraplanners
• Client moving to US - pension issue

  91 views 1 comment 0 points Most recent by parawhat September 2020Products & providers
• Paraplanners wanted for paid research project

  164 views 0 comments 0 points Started by richallum July 2020 General
• Running a small business during COVID-19

  991 views 36 comments 0 points Most recent by richallum June 2020Outsourced & freelance paraplanners
• Client money accounts

  56 views 0 comments 0 points Started by richallum October 2019 Products & providers
• Bond gain calculator (CashCalc alternative)

  277 views 6 comments 0 points Most recent by parawhat September 2019Technology & IT
• Off the shelf passive portfolios

  228 views 10 comments 0 points Most recent by SW1990 September 2019Products & providers
• New trust registration rules

  147 views 8 comments 0 points Most recent by Suse1969 June 2019Technical stuff
• Tax wrapper tools

  203 views 1 comment 0 points Most recent by julesstewart1983 May 2019Paraplanning tips & tricks
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