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Assuming cashflow is required, the following results were found.

More cash = more holidays for most Britons

financial plan in place gives them the confidence to know what they can afford to spend now and in the future. With cashflow forecasting, their finances are all mapped out for them; they don't need to guess." Opinium Research carried out 2,010 online...
IFP's Gazzard outlines 2014 focus and 2013 achievements

• 55% Business Owner • 27% IFA • 10% Compliance What's Important in yourBusiness? • Independence • Wraps • Life Planning • Cashflow • Why are you a member? • Develop knowledge and skills • Share best practice • Access relevant qualifications •...
Image gallery from last week's 2013 Paraplanner Powwow

Powwow sessions covered a wide range of topics including due diligence and platforms, what goes into a good report, cashflow planning and technology. He added that the Powwow team was particularly impressed with the success of Legal and General's (L&G)...
First Paraplanner Powwow gets under way in giant teepees

Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms. Speakers will include Mark Polson from the langcat and Emma Napier from The Platforum. The main...
Paraplanners 'excited' about first Paraplanner Powwow

events. Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms. Speakers include Mark Polson from the lang cat and Emma Napier from The Platforum. The...
Rowanmoor finds increased adviser activity post-RDR

user7}{/mobile} Other problems included the reduction in lifetime allowance and annual allowance and cashflow to small businesses. Robert Graves, head of pension technical services at Rowanmoor, said: "The advisers we met had a generally positive view...
Full schedule revealed for Paraplanner Powwow

Powwow. Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms. The Powwow is designed to be an 'unconference' with delegates choosing topics and ideas...
Real life case study: Nicola Coates of Turcan Connell

might then follow! {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} We went through their cashflow model and I included a scenario in which they purchased a boat, Allan confirmed that he had enjoyed researching what type of...
Leeds members learns about Paraplanning skills

technically proficient, highly-qualified members of advisory teams who are involved with: report writing, preparation of cashflow forecasts, implementing advice on financial products and client reviews but, in most cases, are not authorised to give...
Technical Update: Investment advice Gamma

would be expected to generate $40,000 in the first year. If inflation during the first year was three per cent, the actual cashflow amount in year two (in nominal terms) would be $41,200. Under this approach the withdrawal amount is based entirely on...
Real life case study: David Gibson of Gibson Financial Planning

retirement but reckoned that they would like to be able tostop working when Rob turned 60. I explained the concept of a cashflow model to them and that to commence work on their own plan I'd need them to review their expenditure very carefully. This is...
My Business: Adrian Pickersgill of Chatfield Private Client

and back office software) and what sort of internal processes do you run to ensure everything runs smoothly? AP: For cashflow planning we use Truth, although we have tried other alternatives we always come back to Truth. For back office record keeping...
Perspective plans AIM flotation to raise £28m

strategy is founded on the purchase and integration of quality, RDR-compliant businesses with high recurring income and cashflow. It said that it has 12 more acquisitions in the pipeline and terms were agreed for six of these with three expected to be...
Scotland branch members welcome expert speakers to share their insight

user7}{/mobile} In May, we were delighted to welcome former IFP president, Marlene Shalton FIFP CFPCM to discuss cashflow modelling, together with referrals expert Matt Anderson who talked about how to gain referrals from existing clients and improve...
Record attendance at South West branch

chairman Pete Matthew CFPCM. Firstly, Richard Allum CFPCM of The Paraplanners and Moneyscope gave a powerful talk entitled Cashflow Modelling – More than just a fancy chart. This really highlighted the benefits of cashflow modelling and lifestyle...
IFP corporate member profile: Novia

There is also an unrealised report for maximising the clients CGT allowance each year at client review. The integrated cashflow modelling software can help to reduce the input time, making it a viable option for lower value clients where the fee, in...
My Business: James Harvey of James Harvey Associates

have an annual planning meeting where we expect to discuss and review the big picture objectives and then run a lifetime cashflow forecast.The discussions that come from the process are great. Having the luxury of some extended time together sees...
Real life case study: Julie Lord of Bluefin

the best way forward would be to complete an assessment of her income and expenditure to enable me to complete a financial cashflow forecast and also assess her risk profile, to enable me to make specific recommendations. We use Finametrica as our risk...
IFP Fellows meeting for exclusive conference

Klonowski FIFP CFPCM from Klonowski & Co and Ian O'Connor FIFP CFPCM from Astute Financial Planning, include lifetime cashflow, financial independence and planners' fees. {desktop}{loadposition user6}{/desktop}{mobile}{loadposition user7}{/mobile} All...
LEBC launches guide to help with care fees planning

and other financial advisers. The self-funding information can be tailored to personal circumstances through the firm's cashflow tool. This gives the self-funder and their adviser an overview of the funding options available and the likelihood of...

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