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Assuming cashflow is required, the following results were found.

  • Sandringham to partner with Cashcalc cashflow 

    Financial Planning firm Sandringham Financial Partners, recently acquired by M&G Wealth, is to partner with cashflow tool provider Cashcalc.

    https://www.financialplanningtoday.co.uk/news/item/13924-sandringham-to-partner-with-cashcalc-cashflow

  • Intelliflo replaces i4C with new cashflow tool

    Adviser fintech and back office provider Intelliflo is to replace its i4C cashflow planning tool with a 'powerful' new cashflow tool.

    https://www.financialplanningtoday.co.uk/news/item/13897-intelliflo-replaces-i4c-with-new-cashflow-tool

  • Former IFP President pens book on wealth transfer

    Longstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.

    https://www.financialplanningtoday.co.uk/news/item/13876-former-ifp-president-pens-book-on-wealth-transfer

  • Planners on health benefits of regular planning

    Regular Financial Planning has been linked to improved mental and physical health by a new study but what do planners think?

    https://www.financialplanningtoday.co.uk/news/item/13872-planners-on-health-benefits-of-regular-planning

  • Financial Planner moves to 4 day week 

    UNIQ Family Wealth, a four-office Financial Planning firm based in Cardiff, is moving its staff to a four day working week to “protect” productivity and boost the mental health and wellbeing of staff.

    https://www.financialplanningtoday.co.uk/news/item/13866-financial-planner-moves-to-4-day-week

  • Business as usual 'not an option' says LV=

    Business as usual is not an option for LV= as the provider says it needs £100m investment.

    https://www.financialplanningtoday.co.uk/news/item/13849-business-as-usual-not-an-option-says-lv

  • LV= chair attacks Royal London intervention

    The chairman of LV= has criticised Royal London for the timing of its intervention in the mutual provider’s sale to Bain Capital.

    https://www.financialplanningtoday.co.uk/news/item/13825-lv-chair-attacks-royal-london-intervention

  • Bain outlines plans for takeover target LV=

    Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.

    https://www.financialplanningtoday.co.uk/news/item/13819-bain-outlines-plans-for-takeover-target-lv

  • Nearly 1,000 attend PFS Conference online

    The annual Personal Finance Society (PFS) conference kicked off this morning with Financial Planners hearing how they can help clients achieve financial freedom.

    https://www.financialplanningtoday.co.uk/news/item/13765-nearly-1-000-attend-pfs-conference-online

  • FE fundinfo acquires Down Under fintech 

    Expanding fintech FE fundinfo, which provides fund data and tech services in the UK and worldwide, has taken over Australian firm Zenith Group in a deal which includes including Zenith Investment Partners and Chant West, a research and ratings firm.

    https://www.financialplanningtoday.co.uk/news/item/13654-fe-fundinfo-acquires-down-under-fintech

  • IWP snaps up Hants Financial Planner

    Rapidly growing Financial Planning group Independent Wealth Planners (IWP) has acquired Hampshire Financial Planner Encompass Financial Management which has £167m under management.

    https://www.financialplanningtoday.co.uk/news/item/13502-iwp-snaps-up-hants-financial-planner

  • Editor’s Column: Why Planning is more than numbers 

    There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller.

    https://www.financialplanningtoday.co.uk/k2-articles/item/13495-editor-s-column-why-planning-is-more-than-numbers

  • FinCalc launches retirement modeller tool

    Cashflow and DB transfer software provider FinCalc has developed a new retirement modeller tool for Financial Planners.

    https://www.financialplanningtoday.co.uk/news/item/13453-fincalc-launches-retirement-modeller-tool

  • FE fundinfo buys fintech FundConnect 

    Data provider and fintech FE fundinfo has acquired FundConnect, a fund data and technology company based in Denmark, for an undisclosed sum.

    https://www.financialplanningtoday.co.uk/news/item/13446-fe-fundinfo-buys-fintech-fundconnect

  • CashCalc launches iOS and Android app for advisers

    Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.

    https://www.financialplanningtoday.co.uk/news/item/13356-cashcalc-launches-ios-and-android-app-for-advisers

  • Free ‘prospecting’ function added to Truth cashflow tool

    Cashflow modelling tool provider Truth is adding extra functionality from today allowing Financial Planners to white label their own free cashflow onboarding site for consumers.

    https://www.financialplanningtoday.co.uk/news/item/13328-free-prospecting-function-added-to-truth-cashflow-tool

  • Younger Planners driving tech change

    Financial Planners under the age of 45 are driving technology adoption for the profession, according to a new report.

    https://www.financialplanningtoday.co.uk/news/item/13143-younger-planners-driving-tech-change

  • Editor’s Column: Why care is king for older clients

    Clients are getting older, on average. It’s an inescapable fact that I was reminded of this week with the launch by St James’s Place of its Care Concierge service, aimed particularly at clients over-80.

    https://www.financialplanningtoday.co.uk/k2-articles/item/13137-editor-s-column-why-care-is-king-for-older-clients

  • FE fundinfo snaps up cashflow firm CashCalc

    Fund data and tech company FE fundinfo has acquired Financial Planning cashflow modeller CashCalc.

    https://www.financialplanningtoday.co.uk/news/item/13079-fe-fundinfo-snaps-up-cashflow-firm-cashcalc

  • XPS waives SIPP and SSAS commercial property fee

    XPS Self Invested Pensions is to waive its property purchase fee for property purchases for new SIPP and SSAS clients.

    https://www.financialplanningtoday.co.uk/news/item/13055-xps-waives-sipp-and-ssas-commercial-property-fee

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