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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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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Senior Paraplanner (London) £45,000 basic

Senior Paraplanner (London) £45,000 basic

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