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Assuming cashflow is required, the following results were found.

Former IFP President pens book on wealth transfer

Financial Planning firm she founded called UNIQ Family Wealth. Ms Outrim was an early adopter of Financial Planning and cashflow modelling and has been an advocate for Financial Planning for many years. She started writing the book 18 months ago as more...
Planners on health benefits of regular planning

discussed managing wealth, especially around pensions planning and plotting the best way to drawdown. “In my experience cashflow modelling has been a massive help.” Martin Bamford, said that his team at Informed Choice often hear from clients that the...
Financial Planner moves to 4 day week

well lived.” Ms Outrim, who has 30 years experience in the profession, was an early adopter of Financial Planning and cashflow modelling and has been an advocate for Financial Planning for many years. She has also written a book titled Cascading Wealth,...
Business as usual 'not an option' says LV=

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV= should the deal go ahead. However, critics have warned that widespread redundancies at LV= are possible....
LV= chair attacks Royal London intervention

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV= should the deal go ahead. However critics have warned that widespread redundancies at LV= are possible. Bain said...
Bain outlines plans for takeover target LV=

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV= should the deal go ahead. Bain said its deal with the provider was necessary to ensure the long-term financial...
Nearly 1,000 attend PFS Conference online

hear from Just’s Graham Duffy about the growing care funding crisis, will see a trio of practitioners discuss the role of cashflow planning in Financial Planning and will hear a review of tax and pensions and theopportunities for planner's clients from...
FE fundinfo acquires Down Under fintech

research and ratings firm. FE fundinfo has recently been on the acquisition trail and in the past year has acquired CSSP, cashflow modeller CashCalc and FundConnect. The firm says the deal brings together two leading investment research and fund ratings...
IWP snaps up Hants Financial Planner

{loadposition hidden2} It offers a range of Financial Planning services and focuses on lifestyle Financial Planning, using cashflow modelling tools with clients. Mr Courage, co-founder and director at Encompass, said: “We are really excited about the...
Editor’s Column: Why Planning is more than numbers

There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller. I was reminded of this fact, one which marks out Financial Planning as a distinct and different profession, with a story we’ve run this week. A...
FinCalc launches retirement modeller tool

Cashflow and DB transfer software provider FinCalc has developed a new retirement modeller tool for Financial Planners. The FinCalc Retirement Modeller enables Financial Planners to answer key retirement questions for a client or two financially linked...
FE fundinfo buys fintech FundConnect

in Denmark, for an undisclosed sum. The deal marks the latest in a number of acquisitions for FE fundinfo which acquired cashflow modelling software firm CashCalc in May. FE says the latest acquisition will combine FE fundinfo’s fund data and technology...
CashCalc launches iOS and Android app for advisers

app is available to download free from the Apple App Store and Google Play store for smartphones or tablet devices. The cashflow modelling firm says the development should help financial advisers engage better digitally with their clients. Clients who...
Free ‘prospecting’ function added to Truth cashflow tool

Cashflow modelling tool provider Truth is adding extra functionality from today allowing Financial Planners to white label their own free cashflow onboarding site for consumers. Truth says the new facility will provide a “taster” of what Financial...
Younger Planners driving tech change

was followed by client engagement tools such as e-signatures and client portals (22%), Financial Planning software such as cashflow modelling solutions (19%), and back office systems (10%). During the Coronavirus pandemic lockdowns, three quarters of...
Editor’s Column: Why care is king for older clients

lift is a gift to be celebrated and should not be seen as a threat to the economy but it needs careful financial handling. Cashflow modelswill need to be extended to 100 or more and with this will come a need to assess long term care and social care...
FE fundinfo snaps up cashflow firm CashCalc

Fund data and tech company FE fundinfo has acquired Financial Planning cashflow modeller CashCalc. CashCalc was set up by Chartered Financial Planner Ray Adams, chairman of Niche IFA, in South Wales, in 2014. Following the acquisition, for an...
XPS waives SIPP and SSAS commercial property fee

April 2022. The move is designed to help advised SIPP and SSAS clients generate funds back into their business and improve cashflow to recover from the impacts of the Coronavirus pandemic. {loadposition hidden2} The fee is usually between £890 and £965...
New Financial Planning technology here to stay - survey

events even after the pandemic ends. {loadposition hidden2} Over half (56%) of advisers surveyed by the provider said cashflow modelling tools would help improve their ability to manage customer outcomes, while better integration of back-office...
Succession adds sports and entertainment advice arm

financially independent, while steering them away from costly errors that can derail their finances.” The service uses cashflow modelling technology to forecast finances and provide a visual guide to possible future outcomes. The team includes several...

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