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Assuming cashflow is required, the following results were found.

Paraplanners must prepare for rise in vulnerable clients

CFPTM Chartered MCSI said: " Conference co-chair Dan Atkinson FPFS APP ACSI, a Chartered Financial Planner, said:" Cashflow modelling, platformdue diligence and a former fighter pilot are on the billing. Looking forward to @CISI #paraconf this week. A...
FCA expert: firms should get ready for 2019 advice review

or loss. "Risk tolerance is subjective and all about how a client 'feels' about risk," he said. He spoke positively about cashflow modelling, used by many Paraplanners and Financial Planners, and said it could be a good way to "stress test" any...
Fighter pilot jets in to 'superhero' Paraplanner conference

Cashflow modelling, platform due diligence and a former fighter pilot are on the billing for next week’s CISI Paraplanner Conference 2017. The annual event will be taking place in Coventry, with a superhero theme. The event has been billed as the...
Senior Paraplanner (London) £45,000 basic

the most technically demanding aspects of our business. From Defined Benefit transfers to Inheritance Tax planning. From Cashflow modelling to Retirement planning. Working closely with our Head of Technical, Dan Atkinson, you will be writing reports...
Synaptic to launch cashflow-based ‘at retirement’ tool

Software is planning to launch a major ‘at retirement’ tool for planners and advisers later this year which will feature cashflow modelling. The so-far unnamed tool will provide a comprehensive suite of information covering income drawdown, annuity...
Planners get ‘life or death’ leader lesson from SAS man

conference, while will retaining core Financial Planning content including divorce planning, intergenerational planning, cashflow modelling, business protection and clinical negligence claims. Alex Xavier CISI assistant director, member services, said:...
CISI offers wealth managers ‘Financial Planning experience’

Manor resort, which will again be host. The CISI will be inviting “a lot of wealth managers” who have been “starting to do cashflow planning” and who want to understand more about what Financial Planning is, Ms Lockie explained. She acknowledged that...
Chartered Planning firm adds experienced planner to team

years’ experience. It specialises in business owners, former business owners and their families. Services include personal cashflow management; discretionary investment management; succession and retirement planning; tax and estate planning; cash...
Transact reveals Voyant cashflow modelling agreement

Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place. Voyant joins CashCalc, Prestwood’s Truth and Paraplanning Online ppolCALCS. Transact explained that each integration allows...
Policeman turned Planner becomes cashflow tool creator

become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool. Ray Adams, director at Niche IFA in Wales and CashCalc, began his career in the financial services...
Group buys 2 IFAs as it plots to become largest wealth firm

to sell. “As part of Succession Group, we will continue to focus on a risk-based investment approach which, along with cashflow forecasting, helps clients to gain financial vision and understand how we can best meet their personal objectives. Richard...
Chartered Financial Planner strikes deal for cashflow tool

A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers. The agreement means CashCalc’s online suite of Financial Planning tools will become available for the...
Financial Planner trio join forces for new brand

was asked what she made of the recent debate on which title is more valuable – Chartered or Certified. She said: “We use cashflow planning software and we are not really into the Chartered v Certified debate. We are, of course, very proud to be...
Guest Column: Businesses need better pension planning - Carty

and advisory community needs to step up and help out. They can start by providing their business clients with some serious cashflow modelling. Forget former Pension Minster Steve Webb’s Lamborghini aspirations – simply help them look at their spending...
CISI honours 6 figures including Prestwood’s Etheridge

six CISI Honorary Fellowships to eminent figures in the financial services sector, including Paul Etheridge, founder of cashflow modelling software firm Prestwood. Mr Etheridge was member number 1 of the Institute of Financial Planning, which merged...
Elevate platform to get reboot and new cash

access to an extended range of external discretionary investment portfolios · Improve integration and tools to support cashflow, CGT planning and pension income management · Enhance user journeys including new ‘click and switch’ processes, efficiently...
Prestwood offers ‘gamification’ to help planners’ exit strategies

Prestwood, best known as provider of Financial Planning cashflow modelling software Truth, is to encourage planners to consider ‘gamification’ techniques to improve their businesses and help develop exit strategies. It is teaming up with fintech firm...
Editor's Comment: Simon's Chamberlain's plan was lesson to all

and I expressed my surprise to him. I told him I didn't equate his approach with the IFP Financial Planning approach of cashflow modelling, six steps to produce a FinancialPlan, emphasis on recurring fee income from clients and so on. I was sceptical....
Cashflow helps Financial Planner rescue credit crunch clients

An Accredited Financial Planning Firm has revealed how cashflow modelling and comprehensive Financial Planning proved ‘life changing’ for a couple whose business was severely hit by the credit crunch. Financial Planner John Sloan has explained how he...
Standard Life reveals Elevate price and eyes India for growth

Standard Life is setting its sights on India to grow its business. The company is involved with plans to create the leading private life insurance business in India, having increased its stake in Indian insurance firm HDFC Life, which it aims to...

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