Why cashflow modelling is integral to the advice process

Brings significant value to clients, advisers and regulatory obligations

clock • 3 min read

As we enter the Consumer Duty era, and the need for regulated firms to 'avoid foreseeable harm' to consumers, Nick Eatock believes cashflow planning will become even more important...

Many advisers have long found cashflow modelling tools useful to more clearly demonstrate how a client's financial plan is likely to perform in different market conditions. As we enter the Consumer Duty era, and the need for regulated firms to "avoid foreseeable harm" to consumers, we think cashflow planning will become even more important. In fact, we believe cashflow modelling is now such a vital part of the financial advice process, that we recently added it as a central capability within Intelliflo Office. The impact on economies, stock markets and people's lives from the pande...

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