Cashflow modelling

Advice firms encouraged to include CFM in centralised retirement propositions

The editor's Friday Night Takeaway from 13 September

'Done properly, cashflow modelling is particularly useful for retirement planning'

‘I’m not sure how clearly cashflow modelling speaks to an average person’

FCA asks firms to review their use of cash-flow modelling

Brings significant value to clients, advisers and regulatory obligations

'How can they say it is compliant with the regulator?'

The benefits of cashflow modelling technology explored

Platform says cashflow modelling is ‘more fundamental than ever before’

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?