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Assuming cashflow is required, the following results were found.

  • Ex-IFP President: CISI fence sitters will return to fold

    A former IFP President believes any ‘fence sitters’ who have been unwilling to accept the merger with the CISI “will return to the fold”.

    https://www.financialplanningtoday.co.uk/news/item/6628-ex-ifp-president-cisi-fence-sitters-will-return-to-fold

  • ‘Treat your clients like they’re your family’

    Treating clients as if they were a family member is one of the keys to retaining them and having long term relationships.

    https://www.financialplanningtoday.co.uk/news/item/6623-treat-your-clients-like-they-re-your-family-to-keep-them

  • Julie Lord: Some advisers long way off understanding cashflow

    It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.

    https://www.financialplanningtoday.co.uk/k2-articles/item/6589-julie-lord-some-advisers-long-way-off-understanding-cashflow

  • George Kinder: Cashflow model valuable but not essential

    Cashflow modelling is extremely useful, but not essential to good Financial Planning. I’m in great agreement with Financial Planner Martin Bamford here.

    https://www.financialplanningtoday.co.uk/k2-articles/item/6570-george-kinder-cashflow-modelling-valuable-but-not-essential

  • Latest issue of FP Today magazine now available

    The second issue of Financial Planning Today magazine, the sister digital publication to this website, has been published and is available for free download to Financial Planners, Wealth Managers and Paraplanners.

    https://www.financialplanningtoday.co.uk/news/item/6563-latest-issue-of-fp-today-magazine-now-available

  • Planner exam entrants mistaken over cashflow requirements

    Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is obligatory in the assessment, the CISI’s head of Financial Planning says.

    https://www.financialplanningtoday.co.uk/news/item/6545-planner-exam-entrants-mistaken-over-cashflow-requirements

  • Jo Hague: It’s into the unknown without lifetime cashflow

    I’ve been watching the results of the Financial Planning Today survey as to whether or not the Planning community feel that cashflow planning is essential to a Financial Plan.

    https://www.financialplanningtoday.co.uk/k2-articles/item/6542-jo-hague-it-s-into-the-unknown-without-lifetime-cashflow

  • Steve Martin: My heart sinks at cashflow modelling doubters

    As the great cashflow modelling debate continues, following the recent Financial Planning Today poll, Steve Martin CFPTM Chartered MCSI, gives readers his perspective on why it is essential.

    https://www.financialplanningtoday.co.uk/k2-articles/item/6522-steve-martin-my-heart-sinks-at-cashflow-model-doubters

  • Platforms: Paraplanners predict more deals after Cofunds sale

    Paraplanners are predicting more takeover deals in the platforms sector, following the recent sale of Cofunds by L&G to Aegon for £140m.

    https://www.financialplanningtoday.co.uk/news/item/6520-platforms-paraplanners-predict-more-deals-after-cofunds-sale

  • Editor's Column: Cashflow Modelling works but not for all

    The debate on the value of Cashflow Modelling as part of ‘true’ Financial Planning has become a heated one, as we’ve discovered on Financial Planning Today.

    https://www.financialplanningtoday.co.uk/k2-articles/item/6518-editor-s-column-cashflow-modelling-work-but-not-for-everyone

  • Cashflow modelling deal: Transact and Prestwood team up

    Transact has revealed it is teaming up with Prestwood to integrate its Truth cashflow modelling tools.

    https://www.financialplanningtoday.co.uk/news/item/6494-cashflow-modelling-deal-transact-and-prestwood-team-up

  • Financial Planning Today magazine issue 2 ready to view

    The second issue of Financial Planning Today, our new 40-page digital bi-monthly magazine, is now available to all FP Today website readers from today.

    https://www.financialplanningtoday.co.uk/news/item/6471-financial-planning-today-magazine-issue-2-ready-to-view

  • 'Virtually impossible' to recruit experienced Paraplanners

    The founder of a Paraplanning firm says it has become ‘virtually impossible’ to recruit experienced and qualified Paraplanners.

    https://www.financialplanningtoday.co.uk/news/item/6466-virtually-impossible-to-recruit-experienced-paraplanners

  • Phoenix to buy Abbey Life in deal worth nearly £1bn

    Abbey Life is to be taken over by Phoenix Group Holdings in a deal worth nearly £1billion.

    https://www.financialplanningtoday.co.uk/news/item/6448-phoenix-to-buy-abbey-life-in-deal-worth-nearly-1bn

  • DFM directory: New guide for Financial Planners is out

    A new DFM directory providing key information for Financial Planners has been released.

    https://www.financialplanningtoday.co.uk/news/item/6436-dfm-directory-new-guide-for-financial-planners-is-out

  • Poll verdict: Cashflow model key for true Financial Planning

    The votes have been counted and the results are in for the great cash flow modelling debate.

    https://www.financialplanningtoday.co.uk/news/item/6432-poll-verdict-cashflow-model-essential-for-true-financial-planning

  • Financial Planning Today magazine issue 2 is launched

    The second issue of Financial Planning Today, our new 40-page digital magazine, is now available to our email newsletter subscribers and is packed with news, features and comment for Financial Planners, Paraplanners and Wealth Managers.

    https://www.financialplanningtoday.co.uk/news/item/6425-financial-planning-today-magazine-is-unveiled

  • 22% say cashflow model NOT key for true Financial Planning

    More than one in five readers who have taken part in the FP Today poll say they don’t believe cash flow modelling is essential for true Financial Planning.

    https://www.financialplanningtoday.co.uk/news/item/6417-22-say-cashflow-model-not-key-for-true-financial-planning

  • Prestwood to unveil ‘next generation’ cashflow software

    Prestwood, a company which provides cashflow modeling software to Financial Planners and Paraplanners, is to launch a new “next generation” version of its Truth software in October at the CISI-IFP Financial Planning conference.

    https://www.financialplanningtoday.co.uk/news/item/6388-prestwood-to-unveil-next-generation-cashflow-software

  • Martin Bamford: Cashflow modelling not essential

    Like many Financial Planners, we use cash flow modelling in our business, writes Chartered Financial Planner Martin Bamford.

    https://www.financialplanningtoday.co.uk/k2-articles/item/6380-martin-bamford-cashflow-modelling-not-essential

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