CashCalc, the adviser-created cashflow planning software, is offering users a free client-facing education video that explains the basics of cashflow planning.
Users of the software will be able to brand the video with their company logo at no additional cost, and will be provided with a preview link and an embed code so it can be placed on a company website...
Reacting to higher US rates
‘Charity lump sum death benefit’
The increase in minimum AE contributions has had little impact on opt-out rates - with cessations after April increasing by less than two percentage points, data from The Pensions Regulator (TPR) shows.
Follows string of appointments
Follows acquisition of BlackRock's DC platform