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Assuming cashflow is required, the following results were found.

Atomos partners with Fincalc for new digital workflows

be two way with Atomos’ existing systems, ensuring accurate and efficient data flows. Atomos advisers will gain access to cashflow modelling, retirement modelling and inheritance tax planning tools along with a suite of financial calculators. The...
Pareto recruits 3 including Chartered Financial Planner

industry in 2016 and has steadily progressed from her beginning as an assistant paraplanner. She has a passion for cashflow planning. Ms Mullarkey said: “Cashflow planning gives clients the confidence to help them live the life they want.” Mark Singh’s...
Skybound Wealth launches lifestyle modelling engine

Cross-border Financial Planning specialist Skybound Wealth has launched a proprietary lifestyle and cashflow modelling engine called MoneyMap. The firm said it has been designed as a dynamic, adviser-led forecasting tool. It said the tool allows...
Rosemount launches cashflow modelling tool

Financial Planning network Rosemount Financial Solutions (IFA) has launched a free cashflow modelling tool for adviser members. Advisers can produce branded reports using the tool which incorporate the adviser firm’s logo and branding. The tool has...
Surge in clients with IHT queries and concerns

may bring, effective IHT planning starts with knowing what you can afford to give away. That requires a robust lifetime cashflow plan to assess your capacity to part with capital or income. From there, using current allowances and reliefs makes sense....
FOS consults on case fee shake up

the service the funds required to work cases while also ensuring businesses and representatives have a more predictable cashflow through the year. The consultation closes on 8 October. {loadmoduleid 444}
Consolidator snaps up HSBC UK life and bond arm

business operating in products that we know well and is capable, under our ownership, of generating substantial cashflows for many years. This highly accretive transaction will allow us to build on our strong, 20-year track record of uninterrupted...
Phil Billingham: The 10 people who shaped our world

but his legacy lives on. He had huge influence on today's Financial Planners and his firm's software paved the way for cashflow modelling use by so many planners today. The late David Norton. His ambition to create a practice where clients would,...
Small business clients struggle to pay fees

over the next 12 months. More than nine out of 10, 91%, said that clients not paying fees on time has been a factor in cashflow worsening, with 27% saying it has been the main factor. {loadposition hidden2} The study, from business finance provider...
Welsh SJP partner firm gains Chartered Firm status

the CISI said Cardiff-based Nine Wealth Management has been offering financial advice, wealth management and financial cashflow modelling for 30 years. The firm has been a partner of SJP for 12 years. The firm has three Financial Planners as well as a...
Redmayne Bentley boosts Planning team with new hire

a number or areas including inheritance tax and estate planning, retirement planning and tax efficient investing. It uses cashflow modelling to help “bring plans to life,” the firm said. {loadposition hidden2} Ms Vaccaro’s role will include driving...
P1 adds client onboarding and servicing portal

Investor Risk profile and a specific Objectives-based risk profile; Service Level and Suitability Report acceptance; and Cashflow Modelling, Suitability Report Writer and Annual Review Generator (including drawdown reviews). The portal is a two-way...
Prestwood launches cashflow fact find portal

launched a portal which it says will allow Financial Planners to capture the data needed to produce a detailed lifelong cashflow model for their clients. The new cashflow fact find portal will be available to users of the firm’s Truth cashflow planning...
Ilana Miller: Can Gestalt help close the advice gap?

Planners provide the services they want to deliver. More firms now want to offer services such as full holistic planning, cashflow and financial coaching and education as standard to all clients but find, due to cost, they would need to disengage with...
Budget: Planners expect 'complex advice' demand to rise

spending, with pensions being used for passing on wealth. This strategy could be turned on its head. A change to plans and cashflow forecasts may be necessary. "I can see trust based whole-of-life and gifting strategies becoming a bigger focus going...
Intelliflo adds 300 ‘customer-led’ updates

each aimed at improving user experience and adviser efficiency.” The updates have also enhanced client portals and cashflow planning tools. Advisers participate in monthly solution webinars to share feedback and stay informed on new updates. Intelliflo...
Platform engine Bravura returns to profit

and M&G Wealth. The board decided not to declare a dividend as the company continues to stabilise and generate free cashflow. {loadposition hidden2} Bravura is also the lead firm behind Pensions Dashboards Week, which will return in September, with...
Selectapension adds MPS data feed

software firm Selectapension has added a managed portfolio service (MPS) data feed within its pension, investment and cashflow tools. The new data feed will enable multiple MPS, DFMs and funds within one investment proposition to determine availability...
Cashflow modeller Voyant pairs with Oxford Risk

Financial Planning and cashflow modelling software provider Voyant has partnered with behavioural finance firm Oxford Risk to integrate their products. The integration will be released in the third quarter of this year. It will allow the movement of...
Guest Column: Income Sustainability and Cash Flow questions

raised concerns in their thematic review about retirement income advice (TR24/1) using standard withdrawal rates and cashflow modelling (CFM) when demonstrating income sustainability. In its data survey, the FCA found that some firms had a standard rate...

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