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Assuming cashflow is required, the following results were found.

  • PFS 'Futureproof' Financial Planning Conference gets under way

    Nearly 2,000 finance professionals are expected to attend the PFS 'Futureproof' Financial Planning Conference day which gets under way at the ICC in Birmingham city centre today.

    https://www.financialplanningtoday.co.uk/news/item/11008-pfs-futureproof-financial-planning-conference-gets-under-way

  • Advisers sceptical of technology closing advice gap

    New research from VitalityInvest has found almost half (44%) of advisers do not believe technology can play a role in helping to close the advice gap - the gap between those with and without access to affordable financial advice.

    https://www.financialplanningtoday.co.uk/news/item/10934-advisers-sceptical-of-technology-closing-advice-gap

  • Nicola Watts: Marking 25 years of Financial Planning

    It’s been an exciting couple of months at Jane Smith Financial Planning.

    https://www.financialplanningtoday.co.uk/k2-articles/item/10860-nicola-watts-marking-25-years-of-financial-planning

  • Julie Lord: Planners need a succession plan

    I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.

    https://www.financialplanningtoday.co.uk/k2-articles/item/10810-julie-lord-planners-need-a-succession-plan

  • CashCalc axes Transfer Value Comparator tool

    Cashflow planning software firm CashCalc has revealed it is to withdraw its Transfer Value Comparator (TVC) tool from its available suite of tools.

    https://www.financialplanningtoday.co.uk/news/item/10649-cashcalc-axes-transfer-value-comparator-tool

  • Prestwood and Intelliflo unveil strengthened partnership

    Cashflow modelling firm Prestwood has strengthened its partnership with Intelliflo and its Intelligent Office business management system.

    https://www.financialplanningtoday.co.uk/news/item/10633-prestwood-and-intelliflo-unveil-strengthened-partnership

  • CashCalc tops 12,000 users for cashflow tool

    CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 12,000 registered account holders and £100bn funds under calculation.

    https://www.financialplanningtoday.co.uk/news/item/10625-cashcalc-tops-12-000-users-for-cashflow-tool

  • IFA becomes one of youngest Chartered Financial Planners

    Wealth management firm The RU Group is celebrating the achievements of its former apprentice turned Chartered Financial Planner, Ben Slater, after he achieved Chartered status with the CII at the age of 23.

    https://www.financialplanningtoday.co.uk/news/item/10563-ifa-becomes-one-of-youngest-chartered-financial-planners

  • Collingbourne achieves CISI Accredited Planning Firm status

    Winchester-based Financial Planning firm Collingbourne has become the latest Financial Planning business to achieve CISI Accredited Financial Planning Firm status.

    https://www.financialplanningtoday.co.uk/news/item/10476-collingbourne-achieves-cisi-accredited-planning-firm-status

  • Using a SSAS to help a business move forward

    Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.

    https://www.financialplanningtoday.co.uk/news/item/10459-using-a-ssas-to-help-a-business-move-forward

  • Julie Lord: Making Financial Planning valued

    I have a dream...Actually I genuinely do still have a dream.

    https://www.financialplanningtoday.co.uk/k2-articles/item/10372-julie-lord-making-financial-planning-valued

  • CISI Conference: From marine biology to Paraplanning

    A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.

    https://www.financialplanningtoday.co.uk/news/item/10364-cisi-conference-from-marine-biology-to-paraplanning

  • Conference: Centralised retirement propositions explained

    Delegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, this morning heard a detailed briefing on central retirement propositions.

    https://www.financialplanningtoday.co.uk/news/item/10363-conference-centralised-retirement-propositions-explained

  • Why cashflow modelling is essential for Financial Planners

    Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.

    https://www.financialplanningtoday.co.uk/news/item/10349-why-cashflow-modelling-is-essential-for-financial-planners

  • Making technology work for Financial Planners

    Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.

    https://www.financialplanningtoday.co.uk/k2-articles/item/10318-making-technology-work-for-financial-planners

  • Advisers reveal infrastructure exposure rise in client portfolios

    The most significant asset allocation change to client portfolios over the last 12 months has been rising exposure to infrastructure and alternatives, according to a study conducted among 200 intermediaries.

    https://www.financialplanningtoday.co.uk/news/item/10160-advisers-reveal-infrastructure-exposure-rise-in-client-portfolios

  • Nicola Watts: The power of Financial Planning

    A recent meeting with a client really brought it home to me the impact that we, as Financial Planners, can have on our clients.

    https://www.financialplanningtoday.co.uk/k2-articles/item/10057-nicola-watts-the-power-of-financial-planning

  • Chloe Moran: Daily stresses of a Paraplanner

    Financial Planning is a relatively unknown career path, and Paraplanning within that is even less well known.

    https://www.financialplanningtoday.co.uk/k2-articles/item/10009-chloe-moran-daily-stresses-of-a-paraplanner

  • Julie Lord: It's time to make your own financial plan

    Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning...

    https://www.financialplanningtoday.co.uk/k2-articles/item/9834-julie-lord-it-s-time-to-make-your-own-financial-plan

  • Chartered Financial Planners honoured at awards

    Chartered Financial Planners at The RU Group achieved recognition by the Nottingham Chartered Insurance Institute (CII) at its annual gala dinner.

    https://www.financialplanningtoday.co.uk/news/item/9816-chartered-financial-planners-honoured-at-awards

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