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Assuming cashflow is required, the following results were found.

  • Julie Lord: Planners should consider this after Rory Percival warning

    Julie Lord column Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.

    https://www.financialplanningtoday.co.uk/news/item/7069-julie-lord-planners-should-consider-this-after-rory-percival-warning

  • Julie Lord: Why cashflow forecasts helped after sudden job loss

    Two leading Financial Planners have explained how using lifetime cashflow forecasts helped a client deal with the sudden financial shock of losing his high flying executive job at 55.

    https://www.financialplanningtoday.co.uk/news/item/6965-julie-lord-why-cashflow-helped-after-sudden-job-loss

  • Financial Planning group evolving to paid members body

    It began as a pub chat between two friends, but now a fledgling Financial Planning group is on the verge of becoming a fully established membership body.

    https://www.financialplanningtoday.co.uk/news/item/6953-next-gen-planners-for-young-financial-planners-to-evolve-into-a-fully-established-paid-membership-body

  • Over 180 discretionary solutions in new DFM directory

    A directory of Discretionary Fund Managers, with details of over 180 discretionary solutions, has been created for Financial Planners.

    https://www.financialplanningtoday.co.uk/news/item/6943-over-180-discretionary-solutions-in-new-dfm-directory-for-planners

  • New Paraplanning firm launches to 'make advisers’ lives easier'

    A new outsourced Paraplanning company has launched with the aim of “making advisers’ lives easier”.

    https://www.financialplanningtoday.co.uk/news/item/6932-new-paraplanning-firm-launches-to-make-advisers-lives-easier

  • Top 12 tips for Financial Planning and social media

    Many Financial Planners use social media in one form or another as part of their businesses and daily lives.

    https://www.financialplanningtoday.co.uk/news/item/6905-top-12-tips-for-financial-planning-and-social-media

  • Julie Lord: How we came to aid of client after sudden job loss

    Ex-IFP President Julie Lord has described how she and fellow Financial Planner Gretchen Betts helped a client who was plunged into uncertainty in middle age after being unexpectedly made redundant.

    https://www.financialplanningtoday.co.uk/news/item/6884-julie-lord-how-we-came-to-aid-of-client-after-sudden-job-loss

  • Financial Planning and Facebook: How to gain new clients

    An American social media expert says financial advisers should capitalise on the growing trend towards live video to generate new client leads.

    https://www.financialplanningtoday.co.uk/news/item/6872-financial-planning-and-facebook-how-to-gain-new-clients

  • PFS chief: Cashflow modelling a good tool where ‘appropriate’

    Cashflow modelling is an extremely good tool where ‘appropriate’, the Personal Finance Society’s chief executive says.

    https://www.financialplanningtoday.co.uk/news/item/6861-pfs-chief-cashflow-modelling-good-tool-where-appropriate

  • Planning boss was asked to help finance ‘adult toys’ firm

    The boss of a Bristol-based wealth firm has revealed the strangest client request he has ever dealt with – being asked to help finance an ‘adult toys’ business.

    https://www.financialplanningtoday.co.uk/news/item/6834-financial-planning-boss-was-asked-to-help-finance-adult-toys-firm

  • How social media can help you find new clients in latest magazine

    A double page feature on social media for Financial Planners, packed with practical tips from experts, is now available to all website users through the third issue of Financial Planning Today.

    https://www.financialplanningtoday.co.uk/news/item/6831-how-social-media-can-help-you-find-new-clients-in-latest-magazine

  • Cashflow modelling expert says cashflow model NOT essential

    A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.

    https://www.financialplanningtoday.co.uk/news/item/6807-cashflow-modelling-expert-says-cashflow-model-not-essential

  • Planning firms can get nearly £10k to pay for apprentice

    Financial Planning firms are to be offered up to £9,600 if they take on an adviser apprentice.

    https://www.financialplanningtoday.co.uk/news/item/6789-planning-firms-can-get-nearly-10-000-to-pay-for-adviser-apprentice

  • Cashflow modelling key in new UK adviser apprentice scheme

    Cashflow modelling has been included among the key competencies required of trainee advisers entering a new national Government apprenticeship scheme.

    https://www.financialplanningtoday.co.uk/news/item/6782-cashflow-modelling-key-in-new-national-adviser-apprentice-scheme

  • Key DFM details for Financial Planners published

    The latest key information for Financial Planners on DFMs has been released in a new directory.

    https://www.financialplanningtoday.co.uk/news/item/6780-key-dfm-details-for-financial-planners-published

  • Gazzard warns PFS Conference advice gap could grow

    Former IFP chief executive Steve Gazzard has told today's PFS National Financial Planning Symposium in London that the advice gap could get worse without action.

    https://www.financialplanningtoday.co.uk/news/item/6756-financial-planning-isn-t-a-profession-yet-says-ex-ifp-chief

  • Financial Planning Today magazine issue 3 out now

    The third issue of Financial Planning Today, our new 40-page magazine, is now live online and available first to our email newsletter subscribers.

    https://www.financialplanningtoday.co.uk/news/item/6717-financial-planning-today-magazine-issue-3-out-now

  • Financial Planning Today magazine issue 3 out soon

    The third issue of Financial Planning Today, our new 40-page magazine, will be published this week and will be made available online first to our email newsletter subscribers.

    https://www.financialplanningtoday.co.uk/news/item/6705-financial-planning-today-magazine-issue-3-out-soon

  • Business booms for planning firm set up in a back bedroom

    A firm of Chartered Financial Planners set up 21 years ago by one man in his bedroom has reported a 20 per cent rise in annual turnover and its sixth consecutive year of growth.

    https://www.financialplanningtoday.co.uk/news/item/6690-business-booms-for-planning-firm-set-up-in-a-back-bedroom

  • PFS board director unsure over Paraplanner standard

    A PFS board director says she has mixed views over introducing a professional standard for Paraplanners but believes the UK profession appears “far ahead” of their US and Australian counterparts.

    https://www.financialplanningtoday.co.uk/news/item/6661-pfs-board-director-unsure-over-paraplanner-standard

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