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Assuming cashflow is required, the following results were found.

Timebank launches CPD support service

some key CPD topics including: Busting myths on suitability reports How to build a Centralised Investment Proposition Cashflow tools MiFID II interim suitability reviews Damian Davies, director of The Timebank, said: “We have picked subjects that I...
Expert Wealth becomes CISI Accredited Planning Firm

an AFPF it must meet a number of criteria including the clear provision of a full financial service for clients including cashflow modelling, a consistent fee structure communicated clearly to clients and a business structure that reflects a “clear...
CISI Annual Paraplanner Conference goes virtual

during the virtual conference include identifying vulnerable clients, wealth transfer and inheritance tax, ESG investing, cashflow modelling, compliance and how paraplanners and Financial Planners work together. CISI members can claim a free ticket as...
CISI 2020 Paraplanner Conference goes virtual

Development Director, JUST: Who are you calling vulnerable? Other important being topics covered in sessions include cashflow modelling and Perspectives on Paraplanning from across the Pond. Christopher Morris, Chartered MCSI,CISI deputy head of...
Guest Column: 4 ways to help clients cope with volatility

financial self-efficacy: Enable performance accomplishments Help clients to perform a financial task successfully. Cashflow planning is an essential activity and one that is useful for building clients’ levels of self-efficacy. By designing a plan with...
O&M Pension Solutions launches cashflow modelling tool

range with the launch of a new Financial Planning software suite called FinCalc. The Colchester-based company says that cashflow modeller suite FinCalc marks a new era for the company as it strives to provide a wider range of tools and calculators to...
Jacqueline Lockie: How pandemic might change clients

might mean planning to stop working, taking sabbaticals or unpaid leave to achieve these things. But all this effects the cashflow and needs to be fed into their financial plan. Re-evaluate and get back on that hamster wheel: There will be clients who...
Cashflow Modeller added to Selectapension tools

Pension and investment tool provider Selectapension has added a cashflow modelling tool to its system. The company says the new feature will be offered as standard to advisers with all Cashflow and Drawdown Strategies subscriptions. Existing Drawdown...
Tenet buys 4th advice firm in 6 months

able to continue with our schedule of practice buyouts throughout the pandemic. “This has also enabled us to offer some cashflow easement initiatives to member firms and fund a new Tenet Assistance Programme, in conjunction with Care first, in response...
SimplyBiz founder Davy to move to deputy role

digitally and most staff are working remotely. SimplyBiz is helping intermediary customers with remote working support and cashflow support with fees. Recruitment of new firms continues to take place however, said the firm which also acquired data...
Editor’s Column: Testing times for even the best planners

Planning skills and features including trusted advice, professional knowledge, financial experience, investment acumen, cashflow modelling and others. {loadposition hidden2} At times like these worried clients turn to trusted advisers like Financial...
Financial services sector set to slump - CBI survey

to investment in the year ahead. “Financial services are already playing an essential role in helping companies with their cashflow, through channelling funds from the government’s support schemes. “But like other businesses, they’ve also been struck by...
Govt launches Coronavirus £5m loans for SMEs

way” to raise working capital for companies who are “fundamentally strong” but are experiencing severe disruption to cashflows, the government says. The scheme is open to firms that can demonstrate that they were in sound financial health prior to the...
Prestwood staff ‘keep calm and carry on’

Software firm Prestwood, which provides the Truth cashflow modelling system used by many planners, says its office will continue to be staffed so that users can call its helpdesk. However, while the risk of Coronavirus is significant the firm has...
Fairstone client numbers up 10% to 65,000

clients can be reassured by the fact that we are in a strong position. “A robust business will have the benefit of stable cashflows and consistent profitability to minimise any material effect to trading performance.” Fairstone has secured additional...
Kingswood adds 3 senior hires for expansion move

to wealth management and employs a growing number of Certified and Chartered Financial Planners. Its advisers use cashflow modelling. Last year the firm received £80m in backing from private equity firm Pollen Street Capital which has helped fund the...
Guest Column: Beware 'death by cashflow modelling'

'guarantee' for an outcome. I don't just mean funds or investments here; this also seeps into the use of software such as cashflow modelling. I have used cashflow modelling for over 10 years now as a way of presenting the numerical facts a client gives...
Two new firms join CISI's Accredited elite

There is an extensive list of requirements to become Accredited including: A full financial service for clients, including cashflow modelling Clear communication of their Financial Planning proposition to clients A consistent fee structure which is...
Fintech to launch 'revolutionary' cash flow tool upgrade

Financial Planning fintech firm Dynamic Planner is to launch what it calls a “revolutionary” cashflow tool upgrade later this year. The new cash flow module will offer a ‘ground up’ re-build of Dynamic Planner’s existing cash flow module. The revamped...
LEBC recruiting after axing 50 jobs in 2019

are expanding our activity and investment in the other areas of work we are involved in. “In particular bionic advice and cashflow planning to both enhance service to our existing clients and to meet the growing demand for at retirement, workplace...

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