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Assuming cashflow is required, the following results were found.

Ex-FCA expert Percival to join Paraplanners online

Powwow events, will join a panel of Paraplanners, including Nathan Fryer, Caroline Stuart and Richard Allum, to talk about cashflow modelling on 31 May. {loadposition hidden2} In the hour-long event they will discuss how to research and do due diligence...
Standard Life-owned software firm unveils new cashflow modeller

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. The company says that its new Now:Plan Cash Flow 2.0 is an...
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. i4C is preparing for its official unveiling at this year’s Intelliflo ‘Change the Game’...
Aviva to use cash to fund £600m share buy-back

£900m of expensive debt maturing this year and invest in bolt-on acquisitions, will grow Aviva's earnings, strengthen cashflow and improve debt ratios.” {loadmodule mod_acymailing,Daily Newsletter Sign-up}
Companies under fire over DB pension schemes axe plan

{loadposition hidden2} “They hold a privileged position as long-term licence-holders enjoying large and predictable cashflows from a captive consumer base. “There appears to be no effective restraint on these firms’ policy of distributing massive sums...
DB transfer changed my client's life for the best, Chartered Financial Planner reveals

features in the latest issue include: • A 5 page Special Report onFinancial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a topical...
‘Cashflow model only way to assess client’s risk’

Cashflow modelling is the “only authentic way” to assess a client’s risk. That is the view of Jon Rolfe, chief executive of i4C cashlow modelling software and founding partner of Epoch Wealth Management. Writing in the latest Financial Planning Today...
SJP profit nears £1bn as firm eyes 20% growth

operating profit on a European Embedded Value (EEV) basis – a key measure of profitability which discounts future cashflows - had risen from £673.6m in 2016 to £918.5m in 2017. The annual report also paid tribute to co-founder and life president Mike...
Two Financial Planning software providers integrate with iO

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial...
Chartered planners bought out by national wealth firm

manager Sanlam UK. Grennan Advisers, a Financial Planning business based in East Yorkshire, which puts an emphasis on cashflow modelling and bespoke financial plans, has been acquired for an undisclosed sum. It was launched in 2013 by Chartered...
New DFM listings for Financial Planners published

features in the latest issue include: o A 5 page Special Report on Financial Planners surprising expectations for 2018 o Cashflow Modelling - is the time right to extend its uses to more clients? Plus: o Planner Casebook - Tamsin Caine unravels a...
7IM adds 'decumulation' cashflow app

Seven Investment Management has launched a new Retirement Planning Service which integrates with its cashflow app. The service aims to help advisers with the decumulation phase of retirement planning and costs no more beyond the normal platform and...
Planners: Our ‘greatest challenge’ is data law change

features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a...
Outsourced Paraplanning firm to double in size

features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a...
Wealth manager boosts lifestyle planning focus

It offers a range of services from pensions and retirement planning, to inheritance tax mitigation using bespoke lifestyle cashflow modelling. {loadmodule mod_acymailing,Daily Newsletter Sign-up}
Financial Planning firm reveals acquisition plans

features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a...
Wealth firm boss reveals ‘bold expansion plans’

Features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a...
Latest issue of Financial Planning Today magazine published   

Features in the latest issue include: • A 5 page Special Report on Financial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Inside My Business with Roger Brosch, CEO of...
Succession nears 50 acquisitions with 4 new deals

a strong, long-term proposition and Succession provides this. We are a superb fit as both businessesare committed to cashflow modelling, holistic advice and to providing a dedicated service to our clients. After almost 30 years in the sector, it is...
Prestwood urges mandatory cashflow modelling for pensions

Prestwood has called for the introduction of “mandatory” cashflow modelling to be used in retirement planning to tackle mis-selling. The cashflow modelling software provider believes the use of cashflow modelling is the only long term way to cut down...

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