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.

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Standard Life-owned software firm unveils new cashflow modeller

Adviser software provider Focus Solutions, 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.

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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.

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7IM adds 'decumulation' cashflow app

Seven Investment Management has launched a new Retirement Planning Service which integrates with its cashflow app.

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