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Assuming cashflow is required, the following results were found.

Friends Life platform encourages workplace saving

to individual employer needs through bespoke pricing, proposition and branding options. It will also offer risk profiling, cashflow forecasting and track and compare funds to help members analyse the performance of their funds. Friends Life hopes the...
IFP sponsor profile: Transact

that it is difficult to imagine providing holistic Financial Planning without using a wrap service. But in addition, a cashflow modelling tool, a capital gains tax computation facility and a client cash account are among just a few other aspects of high...
Real life case study: Craig Palfrey of Penguin Wealth Management

advised them to have two with profit endowments. They had a small amount of money in Isa investments as well. We ran two cashflow scenarios for, and with, the client – one showing how life would look if we kept the mortgage on its current repayment...
Plans underway for Financial Planning Week 2012

the board. Tools available during Financial Planning Week proved popular - with Prestwood/Truth offering a version of its cashflow forecasting software and Finametrica offering a risk profiling tool to enable usersto work out their own capacity for...
My Business: Andrew Brook Dobson

you run? ABD: Document Management System – Volume from Watermarktech. Client Database – Adviser Office (1st) from Avelo. Cashflow planning – Truth from Prestwood. Each Monday we also have a weekly management huddle, a weekly team huddle and a weekly...
Suffolk Life holds roadshows on pensions market

Floyd, the former editor of Pensions Management. Speakers will include Rollo Wilson on using property and pension as cashflow for small businesses and Claire Brooks on end of year tax planning. There will also be a speaker on platforms and the platform...
Philip Congrave retires from Prestwood Software

to Prestwood for consultation for 12 months to ensure a smooth handover. He joined Prestwood in 1986 and pioneered cashflow modelling, a tool now used regularly by Financial Planners. Last year he introduced the regional mentoring programme which allows...
Finding a better way of doing business

the basics right. Sessions will work though key elements of Financial Planning including Financial Planning assumptions, cashflow modelling, life planning, communicating the service to clients and managing your first meeting. To round off the day, coach...
Surrey branch finishes 2011 with bubbly flourish

about planning assumptions to help clients achieve financial independence. In particular whether those we use in lifetime cashflow planning were relevant, adequate, reasoned and reasonable. Mike Morrison (AXA Wealth’s pension guru) then held the floor...
IFP Scottish conference enjoys positive feedback from delegates

of Financial Planning software and tools in general. Sandy Robertson FIFP, CFPCM then proceeded to break down what using cashflow modelling actually meant in practice. The IFP’s view is that professional Financial Planning should be built on scenario...
Ascentric offers Prestwood link on its platform

Institute of Financial Planning, in 1984 and is one of the leading adviser tools on the market. The software incorporates cashflow modelling tools to help clients achieve goals and objectives and record clients assets, policies, investments and...
Financial Planning Week hailed as great success

page. Tools available on the Financial Planning Week proved popular with Prestwood/Truth offering a version of its cashflow forecasting software and Finametrica offering a risk profiling tool to enable users to work out their own capacity for risk....
Tools available for consumers to work out financial plans

their financial ‘fitness’ and undersand the benefits of good Financial Planning. Key Financial Planning features such as cashflow forecasts and risk profiles are available for consumers to explore. There is a free version of the leading Prestwood/Truth...
My Practice Week- Mike Stafford

accountant. Businessman planning to sell his business and phase his retirement over two years. We show him a preliminary cashflow projection and he is shocked to find that if he had taken the offer he was made four years ago he could have retired then....
IFP Scottish Conference gets under way in Glasgow

plans while Ian Laverty will focus on marketing and Jonathan Gibson CFPCM will give an insight into joint ventures. Cashflow modelling will be unravelled by Sandy Robertson FIFP, CFPCM of Acumen Financial Planning On Monday evening there will be a...
New Scottish chairman is welcomed by branch

over the longer term. This allows Acumen to offer a bespoke and individual solution for each client relationship of which cashflow modelling is an integral part. Branch chair Nicola Jackson commented: “Thanks to all our contributors for some great ideas...
Report from Branch Chairmens' Day

on the core subjects which member feedback suggests people are looking for. Help with the Financial Planning process, cashflow modelling and fee charging were all at the heart of the thinking with an acceptance that gap filling and specific types of CPD...
No lifetime cashflow? No comment....

plan helps drive and focus the service offered to the client and supported the statement that “if it ain’t got a lifetime cashflow, it ain’t a financial plan.” {loadposition user6} The branch is fortunate to have the IFP’s member number one, Paul...
Cover feature: Fighting the headwinds

a tail of sectors seeing sharp rebounds – hence earnings growth (ex resources) is forecast at +13 per cent in CY11. Free cashflow yield is forecast at 6.4 per cent for CY11, a record, while the dividend yield is 3.8 per cent for CY11, based on the...
Feedback from IFP membership survey

Planning firms. 66 per cent reported that the use of Paraplanners was important, with 65 per cent similarly rating use of cashflow modelling. A massive 74 per cent saw the use of wraps or platforms as important to their businesses. Also for the first...

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