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Assuming cashflow is required, the following results were found.

  • Guest Column: 4 ways to help clients cope with volatility

    Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these...

    https://www.financialplanningtoday.co.uk/k2-articles/item/11830-guest-column-4-ways-to-help-clients-cope-with-volatility

  • O&M Pension Solutions launches cashflow modelling tool

    DB transfer specialist O&M Pension Solutions has extended its product range with the launch of a new Financial Planning software suite called FinCalc.

    https://www.financialplanningtoday.co.uk/news/item/11795-o-m-pension-solutions-launches-cashflow-modelling-tool

  • Jacqueline Lockie: How pandemic might change clients

    Each week that goes by we learn more about ourselves as individuals and society. So far I’ve learned that I’m glad to be at home with my family and we get on well!

    https://www.financialplanningtoday.co.uk/k2-articles/item/11636-jacqueline-lockie-how-pandemic-might-change-clients

  • Cashflow Modeller added to Selectapension tools

    Pension and investment tool provider Selectapension has added a cashflow modelling tool to its system.

    https://www.financialplanningtoday.co.uk/news/item/11634-cashflow-modeller-added-to-selectapension-tools

  • Tenet buys 4th advice firm in 6 months

    Acquisitive financial adviser group Tenet has acquired its fourth advice firm in the past six months, allowing the principal to retire.

    https://www.financialplanningtoday.co.uk/news/item/11578-tenet-buys-4th-advice-firm-in-6-months

  • SimplyBiz founder Davy to move to deputy role

    Ken Davy, founder and chairman of adviser support company SimplyBiz, is to step down to become deputy chairman next year in a senior executive reshuffle.

    https://www.financialplanningtoday.co.uk/news/item/11530-simplybiz-founder-davy-to-move-to-deputy-role

  • Editor’s Column: Testing times for even the best planners

    I would like to share some good news this week but realistically the Coronavirus outbreak will test many Financial Planning models to the limit and not all firms will survive.

    https://www.financialplanningtoday.co.uk/news/item/11501-editor-s-column-testing-times-for-even-the-best-planners

  • Financial services sector set to slump - CBI survey

    Financial services firms expect to be hit with a major drop in business in the next quarter due to Coronavirus, according to the latest CBI/PwC Financial Services Survey.

    https://www.financialplanningtoday.co.uk/news/item/11489-financial-services-sector-set-to-slump-cbi-survey

  • Govt launches Coronavirus £5m loans for SMEs

    The Government has launched its ‘Coronavirus Business Interruption Loan Scheme’ today with the offer of interest and fee-free government-backed loans of up to £5m to SMEs.

    https://www.financialplanningtoday.co.uk/news/item/11413-govt-launches-coronavirus-5m-loans-for-smes

  • Prestwood staff ‘keep calm and carry on’

    Software firm Prestwood, which provides the Truth cashflow modelling system used by many planners, says its office will continue to be staffed so that users can call its helpdesk.

    https://www.financialplanningtoday.co.uk/news/item/11401-prestwood-staff-keep-calm-and-carry-on

  • Fairstone client numbers up 10% to 65,000

    Acquisitive Chartered Financial Planning firm Fairstone has increased client numbers by 10% to 65,000 over the past 6 months.

    https://www.financialplanningtoday.co.uk/news/item/11391-fairstone-client-number-up-10-to-65-000

  • Kingswood adds 3 senior hires for expansion move

    Kingswood, the City of London-based wealth manager and Financial Planner backed by private equity, has made three senior hires as it gears up for expansion.

    https://www.financialplanningtoday.co.uk/news/item/11331-kingswood-adds-3-senior-hires-for-expansion-move

  • Guest Column: Beware 'death by cashflow modelling'

    It is human nature that when we are asked to give an opinion or to answer a question that what we say in response has positive connotations, that is we want to be able to help and where possible give good news, writes Certified Financial Planner and...

    https://www.financialplanningtoday.co.uk/k2-articles/item/11312-guest-column-beware-death-by-cashflow-modelling

  • Two new firms join CISI's Accredited elite

    The Chartered Institute for Securities & Investment says two new firms, including one run by Financial Planning Today columnist Nicola Watts, have become CISI Accredited Firms, an elite level of membership.

    https://www.financialplanningtoday.co.uk/news/item/11292-two-new-firms-join-cisi-s-accredited-elite

  • Fintech to launch 'revolutionary' cash flow tool upgrade

    Financial Planning fintech firm Dynamic Planner is to launch what it calls a “revolutionary” cashflow tool upgrade later this year.

    https://www.financialplanningtoday.co.uk/news/item/11244-fintech-to-launch-revolutionary-cash-flow-tool-upgrade

  • LEBC recruiting after axing 50 jobs in 2019

    LEBC, the employee benefits and pension adviser, is recruiting for advisers and Paraplanners following a round of redundancies last year which saw 50 roles axed.

    https://www.financialplanningtoday.co.uk/news/item/11199-lebc-recruiting-after-axing-50-jobs-in-2019

  • Cashflow tool CashCalc to add new features in 2020

    Cashflow modelling software company CashCalc has previewed five new features it plans to add this year.

    https://www.financialplanningtoday.co.uk/news/item/11183-cashflow-tool-cashcalc-to-add-new-features-in-2020

  • Wealth manager Kingswood buys Californian advisory firm

    Kingswood, the wealth manager and Financial Planner, is to acquire a fledgling Californian investment adviser in a deal worth £3.1m, its second acquisition of a US advisory firm.

    https://www.financialplanningtoday.co.uk/news/item/11111-wealth-manager-kingswood-buys-californian-advisory-firm

  • High returns low on client priority lists - adviser survey

    The most important service offered by financial advisers to clients is helping them achieve their financial goals, say advisers.

    https://www.financialplanningtoday.co.uk/news/item/11087-high-returns-low-on-client-priority-lists-adviser-survey

  • Editor’s Comment: PFS event showcased a profession on the rise

    In these days of remote working, video calling and cloud computing, it suprises me that actually getting together with other finance professionals remains not just popular but increasingly so.

    https://www.financialplanningtoday.co.uk/k2-articles/item/11027-editor-s-comment-pfs-event-showcased-a-profession-on-the-rise

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