Think you know cashflow?  Think again!

Join Jackie Lockie and Adam Leci as they discuss the FCA’s ongoing focus on Retirement Income planning and what it means for you. We’ll take an in-depth look at what you need to do to truly master this key area of financial planning (and cashflow modelling).

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Jackie and Adam cover:

• Why assumptions matter (and how not to get them wrong!)
• Understanding spending – why an “Income need” is rarely good enough
• Emotional Dynamics, biases, and how doing cashflow live with clients can overcome these
• How to upskill and ensure your team have the confidence to get the best out of your tools

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