Mark Harman: Financial Planners must look at the bigger picture

Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future.  As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money wisely, ensuring they get good returns for years to come.

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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.

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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.

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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.

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