November 22, 2019
Import Rules
Import Rules: the next level of efficiency-saving! Thousands of clients have been imported from Intelligent…
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October 23, 2019
Going Granular – how much detail is enough?
Painting a more engaging picture One of the questions we get asked a lot is…
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September 9, 2019
Why we won’t be changing anything in Truth for CP 19/25 (hint: it’s because we’re already compliant!)
A few weeks ago the FCA published a consultation paper about pension transfer advice, contingent charging, and…
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August 27, 2019
Prestwood and Intelliflo Strengthen Partnership
PRESS RELEASE: PRESTWOOD AND INTELLIFLO STRENGTHEN PARTNERSHIP Prestwood, leader of lifelong cashflow modelling, has strengthened…
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August 27, 2019
Using Truth / Intelligent Office integration
We're delighted to announce that our new Truth® app is now live in the iO StoreTM!…
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April 5, 2019
Tax Year 2019/20 Cashflow Changes
It's that time of year again... Yes, the 6th of April is upon us again. …
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November 8, 2018
Putting the A in APTA (Part 2)
In our last blog, we discussed what you need to do to give compliant DB…
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September 28, 2018
Cashflow Modelling puts the A in APTA!
On the 1st of October, the FCA will be making some changes to what’s required…
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August 17, 2018
More Pension Planning enhancements in the pipeline
We hope you've been enjoying the various Pension Planning enhancements we've unveiled over the past…
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June 27, 2018
How to choose a Cashflow Modelling tool
How to choose a Cashflow Modelling tool With the debate raging about whether you have to…
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