richallum

Discussions

• Ask the expert - Business protection with Jon Hall, Scottish Widows

  45 views 3 comments 0 points Most recent by les_cameron April 3Technical stuff
• Missing base costs for CGT

  79 views 2 comments 0 points Most recent by richallum March 11Technical stuff
• VCT & pension contributions

  171 views 9 comments 0 points Most recent by les_cameron February 27Technical stuff
• Follow up to pensions & death Online Assembly

  75 views 8 comments 0 points Most recent by les_cameron February 20Technical stuff
• We're recruiting at The Paraplanners

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

  686 views 26 comments 0 points Most recent by benjaminfabi March 21Technology & 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

  149 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 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

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

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

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

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

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

  296 views 7 comments 0 points Most recent by ChrisW May 2023Technology & 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 2022CPD & 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 2024Team leaders & managers
• Good speaker on wills, POA & deed of variation

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

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

  161 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

  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 2020Outsourced & freelance paraplanners
• Client money accounts

  56 views 0 comments 0 points Started by richallum October 2019 Products & providers
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