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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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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