CashCalc

• Regulation

Absence of advisers on FCA register impacting adviser comparison sites

Criticism of FCA register post SMCR

• 14 February 2020

• Technology

CashCalc bins TVC tool; cites predictions DB transfer market will shrink

Tool takes up 50% of developers time

• 29 August 2019

• Your profession

CashCalc hits £100bn under calculation

12,000 users

• 23 August 2019

• Your profession

CashCalc launches 'Open API' to invite third-party links

'Cherry-pick' best software

• 21 May 2019

• Your profession

CashCalc celebrates account holder milestone

£80bn funds under calculation

• 22 March 2019

• Retirement

CashCalc partners with financial learning firms to offer triage service

Through TVC & APTA module

• 18 December 2018

• Retirement

CashCalc launches £1 TVC and APTA Christmas offer

Open to new and existing customers

• 11 December 2018

• Your profession

CashCalc offers users free client-facing educational video

100 advisers have requested it so far

• 10 August 2018

• Technology

Jason Green: The tech shift in pensions advice

Streamline working practices

• 18 June 2018

• Technology

CashCalc teams up with Rory Percival on TVC tool launch

Ahead of new regulation

• 04 June 2018

• Your profession

Newport adviser's tech named top cashflow planning software

8,000 registered users

• 02 May 2018

• Technology

Intelliflo launches iO Store to deliver integrated partner apps

More than 20 partners on board

• 20 February 2018