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Assuming cashflow is required, the following results were found.

  • Cashflow fin-tech start-up partners with Intelliflo

    Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.

    https://www.financialplanningtoday.co.uk/news/item/8929-cashflow-fin-tech-start-up-partners-with-intelliflo

  • Finalytiq’s Timeline completes seed-funding round

    A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.

    https://www.financialplanningtoday.co.uk/news/item/8890-finalytiq-s-timeline-completes-seed-funding-round

  • Health insurer launches retirement-focused investment arm

    Health insurance firm Vitality has launched a new retirement-focused investment proposition which will use cashflow modelling to help clients make the right decisions.

    https://www.financialplanningtoday.co.uk/news/item/8885-health-insurer-launches-retirement-focused-investment-arm

  • Dispute over ‘mandatory’ cashflow modelling claim

    A dispute over whether cashflow modelling is to become “effectively mandatory” for DB transfers has broken out between a software firm and the FCA.

    https://www.financialplanningtoday.co.uk/news/item/8866-dispute-over-mandatory-cashflow-modelling-for-db-transfers

  • Financial Planner not 'anti-transfer' despite BSPS debacle

    Al Rush, speaking exclusively to Financial Planning Today, says he does not want to ban pension transfers, despite the BSPS debacle.

    https://www.financialplanningtoday.co.uk/news/item/8834-financial-planner-not-anti-transfer-despite-bsps-debacle

  • Financial Planner offers investment advice to charities

    Financial Planner and wealth manager Tilney is helping charities with investment advice.

    https://www.financialplanningtoday.co.uk/news/item/8832-financial-planner-offers-investment-advice-to-charities

  • Ex-FCA expert Percival to join Paraplanners online

    Paraplanners can sign up to a new online ‘Howwow’ where experts, including former FCA technical specialist Rory Percival, will answer questions.

    https://www.financialplanningtoday.co.uk/news/item/8823-ex-fca-expert-percival-to-join-paraplanners-online

  • Standard Life-owned software firm unveils new cashflow modeller

    Adviser software provider Focus Solutions, a business owned by Standard Life but run as an independent operation, has joined a growing list of firms offering new cashflow modelling tools of the type used by many Financial Planners.

    https://www.financialplanningtoday.co.uk/news/item/8822-standard-life-owned-software-firm-unveils-new-cashflow-modeller

  • 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.

    https://www.financialplanningtoday.co.uk/news/item/8799-fintech-startup-launches-cashflow-tool-for-planners

  • Aviva to use cash to fund £600m share buy-back

    Aviva is to use surplus cash to fund a £600m share buy-back of its ordinary shares.

    https://www.financialplanningtoday.co.uk/news/item/8725-aviva-to-use-cash-to-fund-600m-share-buy-back

  • Companies under fire over DB pension schemes axe plan

    Companies have come under fire from a Parliamentary Committee over plans to close their defined benefit pension schemes.

    https://www.financialplanningtoday.co.uk/news/item/8616-companies-under-fire-over-db-pension-schemes-axe-plan

  • ‘Cashflow model only way to assess client’s risk’

    Cashflow modelling is the “only authentic way” to assess a client’s risk.

    https://www.financialplanningtoday.co.uk/news/item/8512-cashflow-model-only-way-to-assess-client-s-risk

  • DB transfer changed my client's life for the best, Chartered Financial Planner reveals

    A client who suffered a devastating car accident shows how DB transfers can change lives for the better, a Chartered Financial Planner says.

    https://www.financialplanningtoday.co.uk/news/item/8492-car-accident-client-shows-db-transfers-can-boost-lives

  • SJP profit nears £1bn as firm eyes 20% growth

    St. James's Place recorded an EEV operating profit up 36% last year to more than £900m - with the firm confident of 15-20% growth this year.

    https://www.financialplanningtoday.co.uk/news/item/8481-sjp-profit-nears-1bn-as-firm-eyes-20-growth

  • Two Financial Planning software providers integrate with iO

    Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial...

    https://www.financialplanningtoday.co.uk/news/item/8464-two-financial-planning-software-providers-integrate-with-io

  • Chartered planners bought out by national wealth firm

    A firm co-founded by Chartered Financial Planners has been bought by national wealth manager Sanlam UK.

    https://www.financialplanningtoday.co.uk/news/item/8447-chartered-planners-bought-out-by-national-wealth-firm

  • New DFM listings for Financial Planners published

    The latest DFM listings for Financial Planners have been published, showcasing more than 190 discretionary propositions available to planners.

    https://www.financialplanningtoday.co.uk/news/item/8439-new-dfm-listings-for-financial-planners-published

  • 7IM adds 'decumulation' cashflow app

    Seven Investment Management has launched a new Retirement Planning Service which integrates with its cashflow app.

    https://www.financialplanningtoday.co.uk/news/item/8434-7im-adds-decumulation-cashflow-app

  • Planners: Our ‘greatest challenge’ is data law change

    Major changes to data protection rules will be Financial Planners’ ‘greatest challenge’ this year and is bigger than many have anticipated, planners have said.

    https://www.financialplanningtoday.co.uk/news/item/8422-planners-our-greatest-challenge-is-data-law-change

  • Outsourced Paraplanning firm to double in size

    An outsourced Paraplanning firm has revealed to Financial Planning Today magazine that it plans to double in size.

    https://www.financialplanningtoday.co.uk/news/item/8415-outsourced-paraplanning-firm-to-double-in-size

Results 161 - 180 of 398
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