National IFA firm moves to cashflow modelling
- Tuesday, 19 September 2017
- Articles
![Ascot Lloyd website](/media/k2/items/cache/b6aa61294de069ddf400b16d6b0d1d6b_Generic.jpg)
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.
Read more...7IM reveals cashflow modelling app link up with Intelliflo
- Tuesday, 01 August 2017
- Articles
![7IM reveals cashflow modelling app link up with Intelliflo](/media/k2/items/cache/e46bd9aac4488aad42880600c3794993_Generic.jpg)
Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.
Read more...FCA examines clients' grasp of cashflow model outcomes
- Monday, 26 June 2017
- Articles
![FCA examines clients' grasp of cashflow model outcomes](/media/k2/items/cache/ce1ba2d7fa359744c9ff37fd1eee9e73_Generic.jpg)
The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.
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- Friday, 02 June 2017
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