Cash Flow
Dynamic Planner response to FCA publication – ‘Undertaking cash flow modelling to demonstrate suitability of retirement-related advice’
By Steph Willcox, Head Actuary, Dynamic Planner The FCA is concerned about how firms prepare and use cash flow modelling. It has reviewed firms’ usage and provided guidance on how to improve the quality of cash flow modelling for clients. Dynamic Planner welcomes the review and is pleased to see the FCA-desired approach to cash […]
Dynamic Planner Updates – July 2021
It’s been a busy few months here as the team have been working hard to complete a number of exciting updates and enhancements. Firstly, we’ve added a number of features to our Cash flow tool. Building on the goals feature we released in May, we’ve added a number of new visualisation options to help you […]
Dynamic Planner Updates – May 2021
By Joshua Knight, Head of Product It’s been a busy few months! And now, in our May release, we’re excited to release a number of exciting changes. Firstly, our new Sustainability questionnaire is now available for all users. You’ll notice the ‘Risk profiling’ process has been reborn as the ‘Client profiling’ process, with its broader […]
Cash flow planning for your clients caught out by early ‘retirement’
By Chris Jones, Proposition Director, Dynamic Planner We are increasingly accustomed today to carefully managing our own retirement date. However, wider events, as we have witnessed in 2020, can quickly overtake the best laid plans, thus reminding us of the importance of cash flow planning. It has been widely reported this year that the Covid-19 […]
Independent review of Dynamic Planner Cash Flow published
An independent review of Dynamic Planner’s new Cash flow planning service has been published. The Paraplanners Paraplanner Perspective: Dynamic Planner Cash Flow, is available now to download here. Colin Stewart, in-house at retirement planning expert at The Paraplanners, conducted the review independently with no input from Dynamic Planner other than an initial overview. Colin has […]
Stress testing Dynamic Planner’s Asset Risk Model. Plus, cash flow planning with confidence
6min read Abhimanyu Chatterjee, Dynamic Planner’s Chief Investment Strategist, discusses the hot topic of inflation amid increasing concerns it could soon rapidly rise. How has it been viewed over time? What are arguments both for and against? Abhimanyu then analyses what could happen next before outlining four extreme inflation scenarios Dynamic Planner has run to […]
Cash flow planning – What are the pitfalls? And how do you overcome them?
Heather Richards – Head of Actuarial Insight at Dynamic Planner – looks closely at cash flow planning tools under a regulatory microscope.
Cash flow planning: How can you best use it today for your clients?
Dynamic Planner CEO Ben Goss explores the complexity of effectively planning for retirement in 2020. How has today’s landscape changed in only the last 10 years? What key ‘unknowns’ should you consider today for a client entering retirement? How does cash flow planning software help? How has ‘stress testing’ a client’s investment portfolio helped? What […]
Dynamic Planner launches groundbreaking cash flow planning
Enables advisers to use a single system and avoid miscalibration risk Makes powerful cash flow planning possible for all clients 3 November 2020: Dynamic Planner is set to shake up the status quo of cash flow planning in the UK, with the launch of its brand-new Cash flow planning service. Launching on 3 November, Dynamic […]