Coping with COVID – Graham Ponting
April 30, 2020
Coping with COVID – Graham Ponting
We wanted to find out how our customers are coping in this unprecedented time in…
Financial Planning SOS!
April 16, 2020
Financial Planning SOS!
What I did this weekend... I'm sure you're all on the edge of your collective…
Remote client meetings
March 11, 2020
Remote client meetings
Over the past few weeks, there's (understandably) been a lot of interest in remote working. …
5 signs your business needs Cashflow Modelling Software
February 27, 2020
5 signs your business needs Cashflow Modelling Software
One of the questions we get a lot is: "why does my business need cashflow…
Import Rules
November 22, 2019
Import Rules
Import Rules: the next level of efficiency-saving! Thousands of clients have been imported from Intelligent…
Going Granular – how much detail is enough?
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…
Why we won’t be changing anything in Truth for CP 19/25 (hint: it’s because we’re already compliant!)
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…
Prestwood and Intelliflo Strengthen Partnership
August 27, 2019
Prestwood and Intelliflo Strengthen Partnership
PRESS RELEASE: PRESTWOOD AND INTELLIFLO STRENGTHEN PARTNERSHIP Prestwood, leader of lifelong cashflow modelling, has strengthened…
Using Truth / Intelligent Office integration
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!…
Tax Year 2019/20 Cashflow Changes
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. …
