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Assuming cashflow is required, the following results were found.

Only 1 in 3 advisers use cashflow tools with all clients

Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments. Despite the relatively low usage almost three-quarters of advisers say cashflow modelling tools are important...
FinCalc adds LTA to cashflow modeller

Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller. DB transfer specialist O&M Pension Solutions extended its product range with the launch of the new Financial Planning software suite in...
Selectapension acquired by Canadian software group

pensions and investments planning for Financial Planners and Paraplanners. Its range of tools includes pension switching, cashflow and drawdown strategies, investment switching, and defined benefit transfer. Selectapension’s acquisition is the first in...
Nicola Watts: Why Power of Attorney advice is vital

all aspect of a client’s financial life. It’s not just limited to pensions and investments. It goes further than just cashflow modelling. It’s about making sure that they are set up for the worst scenario, not just in terms of life cover, critical...
NEW: Latest Financial Planning Today Magazine

reveal their top tips in the magazine on the daily tech they use from morning till night, covering everything from cashflow modelling to podcasting technology. Other highlights in the UK's only publication exclusively for fee-based Financial Planners...
Dynamic Planner launches new cashflow tool

Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool. The tool joins an increasingly crowded cashflow modelling market with rival cashflow tools from Prestwood, CashCalc, Voyant and others. Dynamic Planner says...
CashCalc cashflow to integrate with Hubwise

CashCalc, the cashflow planning software, is to develop a two-way integration with Hubwise, the multi-asset investment platform. The companies say the move should cut the need to manually re-key information between the two systems. Both also says that...
Mazars rebrands global business

hold either Certified Financial Planner (CFP) status or are Chartered Financial Planners Mazar’s Financial Planners use cashflow modelling and focus on retirement and wealth planning. The firm said that it had doubled in size over the past 10 years and...
Editor’s Column: Retirement ignorance is far from bliss

just not right. Successful retirement planning is virtually impossible without accurate forecasting of retirement income. Cashflow planning would be a boon here and I wish the whole population enjoyed access to cashflow planning tools but that’s not too...
Field exits Intelliflo in major sales reshuffle

solutions teams. {loadposition hidden2} Gareth Kerr takes the new role of head of sales proposition. He will lead the i4C Cashflow sales team and work with the customer relationship management team led by Richard Wake. Johann Koch, who joined last year...
Timebank launches CPD support service

some key CPD topics including: Busting myths on suitability reports How to build a Centralised Investment Proposition Cashflow tools MiFID II interim suitability reviews Damian Davies, director of The Timebank, said: “We have picked subjects that I...
Expert Wealth becomes CISI Accredited Planning Firm

an AFPF it must meet a number of criteria including the clear provision of a full financial service for clients including cashflow modelling, a consistent fee structure communicated clearly to clients and a business structure that reflects a “clear...
CISI Annual Paraplanner Conference goes virtual

during the virtual conference include identifying vulnerable clients, wealth transfer and inheritance tax, ESG investing, cashflow modelling, compliance and how paraplanners and Financial Planners work together. CISI members can claim a free ticket as...
CISI 2020 Paraplanner Conference goes virtual

Development Director, JUST: Who are you calling vulnerable? Other important being topics covered in sessions include cashflow modelling and Perspectives on Paraplanning from across the Pond. Christopher Morris, Chartered MCSI,CISI deputy head of...
Guest Column: 4 ways to help clients cope with volatility

financial self-efficacy: Enable performance accomplishments Help clients to perform a financial task successfully. Cashflow planning is an essential activity and one that is useful for building clients’ levels of self-efficacy. By designing a plan with...
O&M Pension Solutions launches cashflow modelling tool

range with the launch of a new Financial Planning software suite called FinCalc. The Colchester-based company says that cashflow modeller suite FinCalc marks a new era for the company as it strives to provide a wider range of tools and calculators to...
Jacqueline Lockie: How pandemic might change clients

might mean planning to stop working, taking sabbaticals or unpaid leave to achieve these things. But all this effects the cashflow and needs to be fed into their financial plan. Re-evaluate and get back on that hamster wheel: There will be clients who...
Cashflow Modeller added to Selectapension tools

Pension and investment tool provider Selectapension has added a cashflow modelling tool to its system. The company says the new feature will be offered as standard to advisers with all Cashflow and Drawdown Strategies subscriptions. Existing Drawdown...
Tenet buys 4th advice firm in 6 months

able to continue with our schedule of practice buyouts throughout the pandemic. “This has also enabled us to offer some cashflow easement initiatives to member firms and fund a new Tenet Assistance Programme, in conjunction with Care first, in response...
SimplyBiz founder Davy to move to deputy role

digitally and most staff are working remotely. SimplyBiz is helping intermediary customers with remote working support and cashflow support with fees. Recruitment of new firms continues to take place however, said the firm which also acquired data...

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