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Financial Planning Week aims to ‘make dreams happen’
As part of Financial Planning Week, which kicked off yesterday, UK consumers are being offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”
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Two planners unveil a digital future for Financial Planning
Two Financial Planning entrepreneurs running online investment operations - in addition to their traditional Financial Planning practices - have explained what makes their digital ventures tick.
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Chartered Financial Planner and author Shute reveals client tips
Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.
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Importance of Paraplanners set to grow say experts
The role of Paraplanners is set to take on greater importance in the next three years, according to a recent survey.
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Bamford: I’ve changed my mind about Financial Planning events
I’ve never been a particularly big fan of events for Financial Planners and I'm not alone on this.
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Quilter Cheviot launches first Paraplanner Roadshow
Wealth manager and Financial Planner Quilter Cheviot is to launch its first roadshows dedicated to Paraplanners.
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CashCalc revamps offering and launches new tool
Cashflow planning software firm CashCalc has unveiled a revamp of its offering and has launched a new tool.
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Chartered Financial Planner’s cashflow firm hits £50bn milestone
Cashflow modelling firm CashCalc announced a 54% increase in funds under calculation during the first six months of 2018
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Prestwood to tackle pensions underfunding with new tools
Cashflow modelling provider Prestwood Software is launching a suite of advanced pension planning tools to help planners deal with clients underfunding pensions.
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Wales and Chester Financial Planners join Beaufort Financial
Beaufort Financial, the growing Financial Planning and wealth management business, has revealed that Alchemy Advisory Services will join the group and rebrand as Beaufort Financial (St Asaph & Chester).
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Paraplanner Powwow events go nationwide
Many Paraplanner Powwows have been planned all over the UK in the coming months as the ‘unconference’ training seminars for Paraplanners gear up for a busy period.
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Cashflow fin-tech start-up partners with Intelliflo
Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.
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Finalytiq’s Timeline completes seed-funding round
A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.
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Health insurer launches retirement-focused investment arm
Health insurance firm Vitality has launched a new retirement-focused investment proposition which will use cashflow modelling to help clients make the right decisions.
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Dispute over ‘mandatory’ cashflow modelling claim
A dispute over whether cashflow modelling is to become “effectively mandatory” for DB transfers has broken out between a software firm and the FCA.
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Financial Planner not 'anti-transfer' despite BSPS debacle
Al Rush, speaking exclusively to Financial Planning Today, says he does not want to ban pension transfers, despite the BSPS debacle.
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Financial Planner offers investment advice to charities
Financial Planner and wealth manager Tilney is helping charities with investment advice.
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Ex-FCA expert Percival to join Paraplanners online
Paraplanners can sign up to a new online ‘Howwow’ where experts, including former FCA technical specialist Rory Percival, will answer questions.
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Standard Life-owned software firm unveils new cashflow modeller
Adviser software provider Focus Solutions, a business owned by Standard Life but run as an independent operation, has joined a growing list of firms offering new cashflow modelling tools of the type used by many Financial Planners.
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Fintech startup launches cashflow tool for planners
Fintech start-up i4C is set to officially launch a “revolutionary” cashflow modelling tool for Financial Planners designed to meet the latest regulatory demands.
Assuming cashflow is required, the following results were found.
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