Image:
Less than half use it at significant milestones such as retirement (39%), changes in a client’s lifestyle (36%) and when the client received a lump sum (24%).
Only a third (34%) of advisers and paraplanners offer cashflow modelling to all clients with 8% not offering it at all, research by Intelliflo has found.
The study, which surveyed 328 adviser firm employees and was in conjunction with i4C, revealed that 34% of advisers and paraplanners were using cashflow modelling less than once a year. Less tha...
To continue reading this article...
Join Professional Adviser
- 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.
