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Blog
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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CPD
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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CPD
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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CPD
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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CPD
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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CPD
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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CPD
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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Blog
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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Blog
August 27, 2020

Truth Talks – Warren Shute

This week Sandra chats with Warren Shute, CFP, Certified Financial Planner, and owner-director at Lexington…
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August 20, 2020

Truth Talks – Bill Bottomley

This week Bill Bottomley, one of the directors of Lifetime Financial Management in Barnsley (and…
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