Cashflow Assumptions Best Practice Guide
November 4, 2024
Cashflow Assumptions Best Practice Guide
Updated 04/11/2024 30 mins CPD Learning Objectives: Illustrating how to document and maintain assumptions internally…
28 months later: surviving the Inflation Apocalypse
May 15, 2024
28 months later: surviving the Inflation Apocalypse
A little over 2 years ago, we saw inflation hit a worrying, 20-year high of…
The increasing impact of IHT, but it’s not all bad news
April 16, 2024
The increasing impact of IHT, but it’s not all bad news
Guest blog by Brian Radbone, Technical Counsel at Transact Since 2006 we have seen a…
The Lifetime Allowance is dead (long live the Lifetime Allowance)
The Lifetime Allowance is dead and gone! Or is it? Yes... but also no! Stick…
Defining “Good outcomes”: Cashflow and Consumer Duty
December 13, 2022
Defining “Good outcomes”: Cashflow and Consumer Duty
Back in July, the FCA published PS22/9, announcing the new Consumer Duty requirements that firms…
Why it’s depressing that we even need Consumer Duty rules (but they’re long overdue)!
August 5, 2022
Why it’s depressing that we even need Consumer Duty rules (but they’re long overdue)!
The new FCA Consumer Duty rules are designed to deliver higher standards of consumer protection.…
Terry Hopkinson – Relationships, Results, and Reaping the Rewards!
NEED A CONFIDENCE BOOST? From time to time, we hear from planners who are stumped…
How I learned to stop worrying and love inflation
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…
Deterministic and Stochastic: the Great Modelling Face-off
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,…
Truth Talks – Warren Shute
August 27, 2020
Truth Talks – Warren Shute
This week Sandra chats with Warren Shute, CFP, Certified Financial Planner, and owner-director at Lexington…
