Rory Percival launches cashflow planning best practice guide

Available from 2 May

Victoria McKeever
clock • 2 min read

Consultant and former Financial Conduct Authority (FCA) technical specialist Rory Percival is to launch a best practice guide for advisers using cashflow planning tools.

Percival (pictured) said he decided to launch the guide as the use of cashflow planning had become more mainstream and he expected more regulatory focus on the area as a result. "Over the last five years or so, cashflow planning has moved from being a niche activity, with the purist financial planners, to being pretty much mainstream," he said.  Percival identified two reasons for this - pension freedoms and defined benefit (DB) transfers - adding: "There is a need to assess whether people can take money out of pensions [post-pension freedoms] and still have enough to live on for the ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA Asks: Has demand for IHT mitigation risen at your firm?

PA Asks: Has demand for IHT mitigation risen at your firm?

This week’s poll also looks at the role of MPS and paperless operations

Professional Adviser
clock 25 March 2024 • 1 min read
FCA urged to prioritise a 'common sense' approach

FCA urged to prioritise a 'common sense' approach

Last week’s PA Asks poll highlights industry’s thoughts on the FCA

Sahar Nazir
clock 25 March 2024 • 2 min read
Advisers overlooking younger clients over asset value bias

Advisers overlooking younger clients over asset value bias

'Young people need to have access to trusted advice'

Sahar Nazir
clock 22 March 2024 • 1 min read