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Assuming cashflow is required, the following results were found.

Chartered Financial Planner’s cashflow firm hits £50bn milestone

Cashflow modelling firm CashCalc announced a 54% increase in funds under calculation during the first six months of 2018 The funds boost too the company’s total figure to more than £50bn. Funds under calculation was described as the sum of the total...
Prestwood to tackle pensions underfunding with new tools

Cashflow modelling provider Prestwood Software is launching a suite of advanced pension planning tools to help planners deal with clients underfunding pensions. The tools will show clients where additional pension funding can make a big difference to...
Wales and Chester Financial Planners join Beaufort Financial

also a significant factor in us reaching a decision. This is a Financial Planning group going in the right direction. “Cashflowmodelling, robust compliance and skilled Paraplanning will now be looked after centrally, leaving us to concentrate on what...
Paraplanner Powwow events go nationwide

“and a room full of Paraplanners sharing tips and best practice on topics such as DB transfers, costs and charges, cashflow and lots more.” Organisers say the free event, at the Aegon offices in Lochside Crescent, will last around three hours and will...
Cashflow fin-tech start-up partners with Intelliflo

Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers. The new partnership will see i4C join a growing network of partners...
Finalytiq’s Timeline completes seed-funding round

it helps professional advisers answer the serious question: will your money last your lifetime?” “While there are several cashflow planning tools on the market, none have the academic foundation, functionality and user interface of Timeline.” Former...
Health insurer launches retirement-focused investment arm

Health insurance firm Vitality has launched a new retirement-focused investment proposition which will use cashflow modelling to help clients make the right decisions. The firm says the launch of its VitalityInvest will, “address the challenges of an...
Dispute over ‘mandatory’ cashflow modelling claim

A dispute over whether cashflow modelling is to become “effectively mandatory” for DB transfers has broken out between a software firm and the FCA. Mandatory use of cashflow modelling, to make the consequences of transferring out of DB pensions clear...
Financial Planner not 'anti-transfer' despite BSPS debacle

Suitability reports that all looked similar, folk being made insistent clients without them knowing, a former copper doing cashflow management in his head and then, seconds later, declaring that a person’s income needs would be met. “The single use of a...
Financial Planner offers investment advice to charities

Aid Foundation (CAF) to help give charities access investment advice, portfolio management, Financial Planning and cashflow forecasting and analysis. Charities which use the CAF Investment Account and other CAF investment services will be able to choose...
Ex-FCA expert Percival to join Paraplanners online

Powwow events, will join a panel of Paraplanners, including Nathan Fryer, Caroline Stuart and Richard Allum, to talk about cashflow modelling on 31 May. {loadposition hidden2} In the hour-long event they will discuss how to research and do due diligence...
Standard Life-owned software firm unveils new cashflow modeller

a business owned by Standard Life but run as an independent operation, has joined a growing list of firms offering new cashflow modelling tools of the type used by many Financial Planners. The company says that its new Now:Plan Cash Flow 2.0 is an...
Fintech startup launches cashflow tool for planners

Fintech start-up i4C is set to officially launch a “revolutionary” cashflow modelling tool for Financial Planners designed to meet the latest regulatory demands. i4C is preparing for its official unveiling at this year’s Intelliflo ‘Change the Game’...
Aviva to use cash to fund £600m share buy-back

£900m of expensive debt maturing this year and invest in bolt-on acquisitions, will grow Aviva's earnings, strengthen cashflow and improve debt ratios.” {loadmodule mod_acymailing,Daily Newsletter Sign-up}
Companies under fire over DB pension schemes axe plan

{loadposition hidden2} “They hold a privileged position as long-term licence-holders enjoying large and predictable cashflows from a captive consumer base. “There appears to be no effective restraint on these firms’ policy of distributing massive sums...
‘Cashflow model only way to assess client’s risk’

Cashflow modelling is the “only authentic way” to assess a client’s risk. That is the view of Jon Rolfe, chief executive of i4C cashlow modelling software and founding partner of Epoch Wealth Management. Writing in the latest Financial Planning Today...
DB transfer changed my client's life for the best, Chartered Financial Planner reveals

features in the latest issue include: • A 5 page Special Report onFinancial Planners surprising expectations for 2018 • Cashflow Modelling - is the time right to extend its uses to more clients? Plus: • Planner Casebook - Tamsin Caine unravels a topical...
SJP profit nears £1bn as firm eyes 20% growth

operating profit on a European Embedded Value (EEV) basis – a key measure of profitability which discounts future cashflows - had risen from £673.6m in 2016 to £918.5m in 2017. The annual report also paid tribute to co-founder and life president Mike...
Two Financial Planning software providers integrate with iO

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial...
Chartered planners bought out by national wealth firm

manager Sanlam UK. Grennan Advisers, a Financial Planning business based in East Yorkshire, which puts an emphasis on cashflow modelling and bespoke financial plans, has been acquired for an undisclosed sum. It was launched in 2013 by Chartered...

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