richallum

Discussions

• New M&G Technical site

  172 views 0 comments 0 points Started by richallum February 12 Technical stuff
• We're looking for another paraplanner to join The Paraplanners

  50 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

  82 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 2023Technical stuff
• Come and join us at The Paraplanners

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

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

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

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

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

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

  216 views 0 comments 0 points Started by richallum December 2021 Outsourced & freelance paraplanners
• Borrowing using portfolio as security

  49 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 2022CPD & 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 28Team leaders & managers
• Good speaker on wills, POA & deed of variation

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

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

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

  89 views 1 comment 0 points Most recent by parawhat September 2020Products & 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 2020Outsourced & freelance paraplanners
• Client money accounts

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

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

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

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

  199 views 1 comment 0 points Most recent by julesstewart1983 May 2019Paraplanning tips & tricks
• Junior ISA

  163 views 8 comments 0 points Most recent by Andy_Schleider May 2019Products & providers
• Practice Manager

  86 views 0 comments 0 points Started by richallum March 2019 Job Board
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