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Assuming cashflow is required, the following results were found.

Importance of Paraplanners set to grow say experts

be “a challenge to replace the knowledge and skill of a Paraplanner in terms of problem solving, questioning and long term cashflow planning.” She said she also expects Paraplanning to become “more of a recognised career path for school leavers and...
Bamford: I’ve changed my mind about Financial Planning events

took place earlier this summer in (very) sunny Port Talbot, and is morphing into an equally important conference to debate cashflow modelling this autumn. The main similarity between these Financial Planning and other conferences I admire is how much...
Quilter Cheviot launches first Paraplanner Roadshow

taking back control over work. The session will provide delegates with tips on how to work smarter withdata. • Cashflow planning best practices: Explore how best to use cashflow planning with clients, how to gather client data with more ease and greater...
CashCalc revamps offering and launches new tool

Cashflow planning software firm CashCalc has unveiled a revamp of its offering and has launched a new tool. In preparation for the FCA’s new guidance on pension transfers, which comes into force during October, CashCalc has been developing a brand new...
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...
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...

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