News

Ray Adams, Chartered Financial Planner and founder of CashCalc, recently joined NextGen Planners to discuss the future of cashflow planning, as well as the importance of financial advisers digitally engaging with their clients.

People in the UK are, on average, living for longer, but retirement pots have not kept up. Providing a retirement solution that mitigates against shortfall risk will a key component for an adviser's arsenal in the coming years.

Many traditional approaches to retirement planning do not involve a centralised retirement proposition and are much less likely to account for those new risks seen in decumulation, such as sequencing risk, meaning clients run a greater risk of not achieving their retirement goals.

Whether you're gathering personal and financial information when onboarding clients or gathering information ahead of an annual review meeting, securely digitalising the process not only engages your clients in the financial planning process, but adds efficiency and saves you time.

Assess your client’s attitude to risk by sending them an Attitude to Risk Questionnaire (powered by EValue) from within their secure Portal, bringing together key parts of ‘know your client’ into one location.

An aging population faces many dilemmas with greater numbers requiring retirement planning advice than ever before. However, not all approaches are suitable for all clients, and can require a more nuanced approach.

Responsible investing has seen an acceleration in interest in the last few years. However, keeping up with new terminology and investment products can pose a challenge for advisers.

Find out how you can use FE Analytics to analyse your clients' existing investments, check the suitability of their investments and customise your analysis and reporting for retirement.

Catch up on some of the key features which were added to CashCalc during Q1 2022, from upgraded risk profiling within both Cashflow Modellers, to a new and improved filtering and tagging system.

Chartered Financial Planner and founder of CashCalc, Ray Adams, joins Dan Graham for an episode of the NextGen Planners Podcast to discuss cashflow modelling, client onboarding and digital engagement.

In 2022, we'll be launching our brand-new Cashflow Modeller which includes tax calculations, enhancing our secure Portal, as well as developing even more integrations – which includes an integration with FE Analytics.

We have launched our brand-new Cashflow Modeller in BETA mode, meaning everyone now has early access and can start creating cashflow plans which account for tax rates, thresholds and much more.

CashCalc achieves a second successive 5 star rating at the FT Adviser Financial Adviser Service Awards.

We are delighted to announce that CashCalc has introduced a Cashflow Modeller which includes tax calculations, enabling you to start accounting for tax rates, thresholds and much more. Currently only available for BETA users.

The European Commission has kicked off its long-awaited review of the PRIIPs Regulation. Regulations Manager Mikkel Bates takes a look at what the review could have in store.

CashCalc wins Professional Paraplanner ‘Best small product or service provider’ award 2021, as voted for by paraplanners.

Transform how you engage with your clients by downloading the free CashCalc app from the Apple App Store and Google Play Store today.

We are excited to share that we have won the Professional Paraplanner Awards 2021 for 5th year running.

From integrating with FE fundinfo to improving the Anti-Money Laundering (AML) feature, catch up on all the latest developments made in June 2021.

With the FCA publishing its first review into Assessment of Value Reports, our Regulations Manager Mikkel Bates takes a look at the finer details