FCA examines clients' grasp of cashflow model outcomes

Monday, 26 June 2017
Articles
FCA examines clients' grasp of cashflow model outcomes

The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.

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Cashflow modelling expert says cashflow model NOT essential

Friday, 02 December 2016
Articles
Ray Adams launched CashCalc in 2014

A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.

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