May 23, 2022
Terry Hopkinson – Relationships, Results, and Reaping the Rewards!
NEED A CONFIDENCE BOOST? From time to time, we hear from planners who are stumped…
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March 25, 2022
How I learned to stop worrying and love inflation
***Caution: this may be the most contentious blog I’ve ever written!*** Inflation hits 30 year…
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September 23, 2021
Cashflow Assumptions Best Practice Guide
30 mins CPD Learning Objectives: Illustrating how to document and maintain assumptions internally Communicating key…
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September 1, 2021
Cashflow Assumptions – Retirement Spending
60 mins CPD Learning Objectives: Establishing retirement goals Understanding likely changes in retirement Illustrating the…
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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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August 4, 2021
Cashflow Assumptions – Surplus and Deficit
30 mins CPD Learning Objectives: Defining the purpose and benefit of the Surplus Account Illustrating…
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July 27, 2021
Cashflow Assumptions – Investment Return
30 mins CPD Learning Objectives: Identifying sources for reasonable growth rate assumptions Understanding the impact…
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July 19, 2021
Cashflow Assumptions – Life Expectancy
30 mins CPD Learning Objectives: Considering the implications of key assumptions on cashflow models Understanding…
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July 8, 2021
Cashflow Assumptions – Inflation
30 mins CPD Learning Objectives: Considering the implications of key assumptions on cashflow models Understanding…
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December 14, 2020
Deterministic and Stochastic: the Great Modelling Face-off
Deterministic and stochastic shouldn’t be dirty words! If deterministic and stochastic modelling were football teams,…
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