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Assuming cashflow is required, the following results were found.

CISI to revamp Certified Financial Planner designation

of Financial Planning. In terms of Financial Planning tools she cautioned against too many Financial Planners relying on cashflow modelling tools when clients may not always understand the charts and results fully. She said: “Cashflow planning is not...
National IFA firm moves to cashflow modelling

National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances. The company says the solution uses extensive...
Financial Planning firm launches ‘tool-kit’ for millenials

Magenta website is aimed at consumers and offers a variety of Financial Planning tips. These include help with: • Simple cashflow forecasting • Long term saving • Smart banking • General banking. As part of the kit, users will be able to use an app,...
7IM reveals cashflow modelling app link up with Intelliflo

Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app. The 7Imagine app, which carries a cashflow tool called My Future, has been integrated with Intelligent Office, with the aim to provide advisers with...
‘Dreadful year’ client rescued by Chartered planner’s cashflow plan

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’. When Ray Adams, founder of Niche IFA and...
CashCalc ties up data integration deal with Plum Software

Cashflow modelling tool provider Cashcalc has signed a deal to provide integration with adviser back-office support firm Plum Software. The deal means financial advisers who use the companies' software will be able to import data directly between their...
Planner's swipe at Unbiased as he launches rival directory

as he prepares to launch his own nationwide adviser directory to compete with Unbiased. Ray Adams, who runs Niche IFA and cashflow modelling tool provider CashCalc, is set to launch AdviserBook later this month. It will enable users to find regulated...
FCA examines clients' grasp of cashflow model outcomes

The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice. The regulator is asking advice professionals for their views on the subject. Officials have posed...
Up, up and away: the 2017 CISI Paraplanner Conference

cent of delegates are female and most are under 35 so it shows the next generation coming through which is great tosee." Cashflow modelling, platform due diligence and a former fighter pilot were on the billing as speakers. Looking forward to @CISI...
'Superhero' Paraplanner conference gets underway

cent of delegates are female and most are under 35 so it shows the next generation coming through which is great to see." Cashflow modelling, platform due diligence and a former fighter pilot are on the billing. Looking forward to @CISI #paraconf this...
Paraplanners must prepare for rise in vulnerable clients

CFPTM Chartered MCSI said: " Conference co-chair Dan Atkinson FPFS APP ACSI, a Chartered Financial Planner, said:" Cashflow modelling, platformdue diligence and a former fighter pilot are on the billing. Looking forward to @CISI #paraconf this week. A...
FCA expert: firms should get ready for 2019 advice review

or loss. "Risk tolerance is subjective and all about how a client 'feels' about risk," he said. He spoke positively about cashflow modelling, used by many Paraplanners and Financial Planners, and said it could be a good way to "stress test" any...
Fighter pilot jets in to 'superhero' Paraplanner conference

Cashflow modelling, platform due diligence and a former fighter pilot are on the billing for next week’s CISI Paraplanner Conference 2017. The annual event will be taking place in Coventry, with a superhero theme. The event has been billed as the...
Senior Paraplanner (London) £45,000 basic

the most technically demanding aspects of our business. From Defined Benefit transfers to Inheritance Tax planning. From Cashflow modelling to Retirement planning. Working closely with our Head of Technical, Dan Atkinson, you will be writing reports...
Synaptic to launch cashflow-based ‘at retirement’ tool

Software is planning to launch a major ‘at retirement’ tool for planners and advisers later this year which will feature cashflow modelling. The so-far unnamed tool will provide a comprehensive suite of information covering income drawdown, annuity...
Planners get ‘life or death’ leader lesson from SAS man

conference, while will retaining core Financial Planning content including divorce planning, intergenerational planning, cashflow modelling, business protection and clinical negligence claims. Alex Xavier CISI assistant director, member services, said:...
CISI offers wealth managers ‘Financial Planning experience’

Manor resort, which will again be host. The CISI will be inviting “a lot of wealth managers” who have been “starting to do cashflow planning” and who want to understand more about what Financial Planning is, Ms Lockie explained. She acknowledged that...
Chartered Planning firm adds experienced planner to team

years’ experience. It specialises in business owners, former business owners and their families. Services include personal cashflow management; discretionary investment management; succession and retirement planning; tax and estate planning; cash...
Transact reveals Voyant cashflow modelling agreement

Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place. Voyant joins CashCalc, Prestwood’s Truth and Paraplanning Online ppolCALCS. Transact explained that each integration allows...
Policeman turned Planner becomes cashflow tool creator

become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool. Ray Adams, director at Niche IFA in Wales and CashCalc, began his career in the financial services...

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