August 16, 2021
Cashflow Assumptions – Market Crashes
30 mins CPD Learning Objectives: Understanding the key features and limitations of deterministic cashflow models…
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Blog
December 13, 2022
Defining “Good outcomes”: Cashflow and Consumer Duty
Back in July, the FCA published PS22/9, announcing the new Consumer Duty requirements that firms…
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August 5, 2022
Why it’s depressing that we even need Consumer Duty rules (but they’re long overdue)!
The new FCA Consumer Duty rules are designed to deliver higher standards of consumer protection.…
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July 7, 2017
Stochastic modelling is not the new Sexy!
Stochastic Modelling Is Not The New Sexy FCA IS RIGHT TO QUESTION CONSUMERS’ UNDERSTANDING OF…
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June 30, 2017
Lord: Cashflow models do not need to confuse DB transfer clients
New Model Adviser: Cashflow modelling software company Prestwood has defended its product after the Financial…
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June 16, 2017
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…
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June 20, 2018
Pension Planning Revolutionised
PENSIONS PLANNING REVOLUTIONISED WITH NEW TOOL One of the biggest headaches for planners is the…
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FCA make Cashflow Mandatory
FCA LISTENED TO US! NEW DB RULES MAKE CASHFLOW EFFECTIVELY MANDATORY Mandatory use of cashflow…
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Pension Timebomb is Ticking…
PENSION TIMEBOMB TICKING CALLS GROW FOR MANDATORY CASHFLOW MODELLING FOR PENSIONS Today, Prestwood launches its…
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