Lifetime Allowance removal: the effects on retirement planning
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Discover how the Financial Advice Hub can help you meet the FCA’s Consumer Understanding and Support outcomes and provide a seamless and engaging advice experience for your clients.
Discover how the FE fundinfo Financial Advice Hub can support you in meeting the Price and Value outcome using digital onboarding, cashflow modelling, powerful calculators and financial planning tools, and whole of market investment data.
Our newest enhancements in FE CashCalc allow you to further personalise the fact find template, send documents to your clients for completion ahead of annual review meetings, and add a pension commencement lump sum allowance into the gross cashflow modeller for your at-retirement clients.
Our newest enhancements to FE CashCalc allow advisers to input additional questions within the Fact Find templates. These enhancements were built directly based on adviser feedback, ensuring that we are always improving the tool to best support you and your clients.
With so many cashflow planning tools now on the market, it is important to understand what you should be looking for when investing in a new tool to enhance your tech stack, bring efficiencies to your advice process, and help you provide the best outcomes for your clients.
In today's financial landscape, the role of financial advisers is more critical than ever. As consumers navigate complex investment decisions and seek expert guidance, it is essential for advisers to fulfil their responsibilities towards their clients.
Almost half a million hours, costing more than £70m, in wasted financial adviser time during 2022 could now be put to better use, stats show following the latest FE fundinfo integration.
The integration between FE CashCalc and FE Analytics is now live and will enable those who have a licence to both the ability to generate a Medium Scan from within FE CashCalc, easily export a portfolio from FE CashCalc into FE Analytics, and quickly download documents such as FE Analytics factsheets from within FE CashCalc.
Importing up-to-date valuations into FE CashCalc is viewed by many financial advisers as a feature which significantly helps increase the efficiency of their annual review process. Here, we demonstrate how to import a plan's latest valuation.
Being an IFA means putting your clients’ needs and goals at the forefront of your service. We interviewed Matthew Wiltshire, award-winning Chartered Financial Planner and Managing Director at Niche IFA, asking him what a good financial advice process consists of.