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 ...

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