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Assuming cashflow is required, the following results were found.

Mark Harman: Financial Planners must look at the bigger picture

financial planners with a feature-rich, but easy to use web-based application, enabling the creation of simple or complex cashflow modelling to provide clear and compliant guidance to clients. Mark Harman is CEO of cashflow modelling provider i4C...
Chartered Planner celebrates 10 years and reveals top tips

our brochure available on the website and they range from £799 for a ‘First Look’ report to £900 per person for a Lifetime Cashflow Plan including a Financial Plan. “We also advise on transfers and have more specialist advice and hourly fees running up...
Warren Shute: How Planners can communicate better

oryou physically hand them something to do – perhaps complete a form, engage in feedback or move your mouse around your cashflow – they are more feelings based, or kinaesthetic. This is at the core of the NLP communication model and these repetitional...
Financial Planning Week aims to ‘make dreams happen’

in the City and who bought a coffee and a muffin every morning from a well-known American coffee shop. “His lifetime cashflow forecast showed that if he had breakfast at home instead and saved his ‘coffee money’ he would be able to pay off his mortgage...
Two planners unveil a digital future for Financial Planning

Planning service, according to a show of hands. Mr Butten said he launched a little boosst because, "for some people full cashflow doesn't work. It's good for the majority of our clients but it's not for everybody." He said originally the 'a little...
Chartered Financial Planner and author Shute reveals client tips

“We meet several times a year now, most often discussing his business and investments. “Although he can retire, his cashflow show’s he’ll never spend all his capital, I like that he continues to work as I know his company gives him far more than money....
Importance of Paraplanners set to grow say experts

be “a challenge to replace the knowledge and skill of a Paraplanner in terms of problem solving, questioning and long term cashflow planning.” She said she also expects Paraplanning to become “more of a recognised career path for school leavers and...
Bamford: I’ve changed my mind about Financial Planning events

took place earlier this summer in (very) sunny Port Talbot, and is morphing into an equally important conference to debate cashflow modelling this autumn. The main similarity between these Financial Planning and other conferences I admire is how much...
Quilter Cheviot launches first Paraplanner Roadshow

taking back control over work. The session will provide delegates with tips on how to work smarter withdata. • Cashflow planning best practices: Explore how best to use cashflow planning with clients, how to gather client data with more ease and greater...
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. In preparation for the FCA’s new guidance on pension transfers, which comes into force during October, CashCalc has been developing a brand new...
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 The funds boost too the company’s total figure to more than £50bn. Funds under calculation was described as the sum of the total...
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. The tools will show clients where additional pension funding can make a big difference to...
Wales and Chester Financial Planners join Beaufort Financial

also a significant factor in us reaching a decision. This is a Financial Planning group going in the right direction. “Cashflowmodelling, robust compliance and skilled Paraplanning will now be looked after centrally, leaving us to concentrate on what...
Paraplanner Powwow events go nationwide

“and a room full of Paraplanners sharing tips and best practice on topics such as DB transfers, costs and charges, cashflow and lots more.” Organisers say the free event, at the Aegon offices in Lochside Crescent, will last around three hours and will...
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. The new partnership will see i4C join a growing network of partners...
Finalytiq’s Timeline completes seed-funding round

it helps professional advisers answer the serious question: will your money last your lifetime?” “While there are several cashflow planning tools on the market, none have the academic foundation, functionality and user interface of Timeline.” Former...
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. The firm says the launch of its VitalityInvest will, “address the challenges of an...
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. Mandatory use of cashflow modelling, to make the consequences of transferring out of DB pensions clear...
Financial Planner not 'anti-transfer' despite BSPS debacle

Suitability reports that all looked similar, folk being made insistent clients without them knowing, a former copper doing cashflow management in his head and then, seconds later, declaring that a person’s income needs would be met. “The single use of a...
Financial Planner offers investment advice to charities

Aid Foundation (CAF) to help give charities access investment advice, portfolio management, Financial Planning and cashflow forecasting and analysis. Charities which use the CAF Investment Account and other CAF investment services will be able to choose...

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