August 1, 2017
Client Objectives – New Tool for Lifelong Cashflow Modelling
Coming soon... We’ve been working on a beautiful new Client Objectives Statement, which will help…
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July 24, 2017
Update July 2017 – Unit Trust item now features advanced growth options
You asked, we delivered... As part of the July 2017 Truth Software Update to our…
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July 21, 2017
What IS cashflow modelling software anyway?!
Curious about Cashflow? So you've heard a lot about it, but just what is cashflow modelling…
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July 20, 2017
FCA right to question stochastic modelling
FCA right to question stochastic modelling The FCA is right to question consumers’ understanding of…
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July 13, 2017
DB or not DB: that is the question! (Part 2)
Beyond APTA - the role of software in pension transfer advice: Last week, we looked at…
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July 7, 2017
Stochastic modelling is not the new Sexy!
Stochastic Modelling Is Not The New Sexy FCA IS RIGHT TO QUESTION CONSUMERS’ UNDERSTANDING OF…
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July 7, 2017
Birmingham advisers say Cashflow makes advice bomb-proof!
Cashflow modelling really does make advice bomb-proof! At the end of June we ran a…
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June 30, 2017
Lord: Cashflow models do not need to confuse DB transfer clients
New Model Adviser: Cashflow modelling software company Prestwood has defended its product after the Financial…
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June 30, 2017
DB or not DB, that is the question!
Cashflow Modelling to form part of APTA... The FCA consultation document on replacing the TVA…
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June 29, 2017
STOCHASTIC IS NOT THE NEW SEXY
PRESS RELEASE STOCHASTIC IS NOT THE NEW SEXY FCA IS RIGHT TO QUESTION CONSUMERS’…
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