-
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...
-
Cashflow tool CashCalc to add new features in 2020
Cashflow modelling software company CashCalc has previewed five new features it plans to add this year. These are: 1. Tax calculations to be added to the Cash Modeller. This will enable users to continue to use CashCalc as they do currently or start...
-
Wealth manager Kingswood buys Californian advisory firm
to wealth management and employs a growing number of Certified and Chartered Financial Planners. It’s advisers use cashflow modelling. The total deal - subject to US regulatory approval - is worth £3.1m with an initial payment on completion of £800,000....
-
High returns low on client priority lists - adviser survey
the most are software tools that support customer relationship management (39%), business management software (22%) and cashflow modelling software. Advisers also cited the use of up-to-date technology as being valued by clients. Charles Stanley says...
-
Editor’s Comment: PFS event showcased a profession on the rise
year there were lots of tips and knowledge sharing by leading practitioners on everything fromthe first client meeting to cashflow modelling and inter-generational wealth transfer. There was a positive buzz and the mood was one of a profession on the...
-
PFS 'Futureproof' Financial Planning Conference gets under way
Skills, Business Development and Investment. Stream topics will include: Futureproofing your annual planning meetings, cashflow modelling, Playing at Planning?, Inter-generational wealth and the intriguing "How to love your clients to death with your...
-
Advisers sceptical of technology closing advice gap
and without access to affordable financial advice. In a poll of 207 advisers, the research revealed 29% of advisers felt cashflow modelling was the tool that could make the most difference. The robo-advice or self-service route was less popular,...