Prestwood urges mandatory cashflow modelling for pensions

Prestwood has called for the introduction of “mandatory” cashflow modelling to be used in retirement planning to tackle mis-selling.

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CISI to revamp Certified Financial Planner designation

The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.

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National IFA firm moves to cashflow modelling

National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.

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7IM reveals cashflow modelling app link up with Intelliflo

Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.

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