September 23, 2021
Cashflow Assumptions Best Practice Guide
30 mins CPD Learning Objectives: Illustrating how to document and maintain assumptions internally Communicating key…
Read More
September 1, 2021
Cashflow Assumptions – Retirement Spending
60 mins CPD Learning Objectives: Establishing retirement goals Understanding likely changes in retirement Illustrating the…
Read More
August 16, 2021
Cashflow Assumptions – Market Crashes
30 mins CPD Learning Objectives: Understanding the key features and limitations of deterministic cashflow models…
Read More
August 4, 2021
Cashflow Assumptions – Surplus and Deficit
30 mins CPD Learning Objectives: Defining the purpose and benefit of the Surplus Account Illustrating…
Read More
July 27, 2021
Cashflow Assumptions – Investment Return
30 mins CPD Learning Objectives: Identifying sources for reasonable growth rate assumptions Understanding the impact…
Read More
July 19, 2021
Cashflow Assumptions – Life Expectancy
30 mins CPD Learning Objectives: Considering the implications of key assumptions on cashflow models Understanding…
Read More
July 8, 2021
Cashflow Assumptions – Inflation
30 mins CPD Learning Objectives: Considering the implications of key assumptions on cashflow models Understanding…
Read More
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,…
Read More
August 27, 2020
Truth Talks – Warren Shute
This week Sandra chats with Warren Shute, CFP, Certified Financial Planner, and owner-director at Lexington…
Read More
August 20, 2020
Truth Talks – Bill Bottomley
This week Bill Bottomley, one of the directors of Lifetime Financial Management in Barnsley (and…
Read More