2020: The Year Advisers and Clients Embraced Digital Fact-Finds
(File size: 529kb) ViewFact Find - Full
(File size: 57kb) ViewKeep DB and take at age 60
(File size: 201kb) ViewKeep DB and take at age 55
(File size: 204kb) ViewTransfer DB to SIPP take at age 55 4% growth
(File size: 196kb) ViewTransfer DB to SIPP take at age 55 2% growth
(File size: 189kb) ViewTransfer DB to SIPP take at age 55 6% growth
(File size: 223kb) View£10,000 v £6,700 with 4% inflation
(File size: 106kb) View£10,000 v £6,700 with 2% inflation
(File size: 106kb) ViewNHS retire 3 years early - BEFORE tax
(File size: 113kb) ViewNHS retire 3 years early - AFTER tax
(File size: 117kb) View£200,000 Pension - cash it all in??
(File size: 89kb) View£250,000 pension £15,000 + £7,000 income 5% return
(File size: 80kb) View£250,000 pension £15,000 + £7,000 income 4% return
(File size: 86kb) View£250,000 pension £12,000 + £7,000 income 4% return
(File size: 86kb) View£150,000 Pot Cautious Risk
(File size: 1MB) View£150,000 Pot Moderate Risk
(File size: 2MB) View£150,000 Pot High Risk
(File size: 2MB) View£25,000 salary, £45,000 pension FULL encash
(File size: 22kb) ViewI want £1,000 per month in retirement
(File size: 22kb) View£120,000 NHS plus £100,000 private - overfunded pension?
(File size: 54kb) View£120,000 NHS plus £40,000 private - overfunded pension?
(File size: 54kb) View£115,000 income, £90,000 employer contribution - a problem!
(File size: 54kb) ViewPut £5,000 into PPP personally not employer - fix problem!
(File size: 54kb) ViewState Pension Age Example
(File size: 21kb) View123 High Street - £250,000 MGE 2.49% over 15 years
(File size: 42kb) View£250,000 MGE plus protect 2 children
(File size: 23kb) ViewNHS income MAYBE NHS pension early - protect income
(File size: 24kb) ViewOnly SSP now - provide MAX cover
(File size: 23kb) View123 High Street - Residential Purchase
(File size: 22kb) View123 High Street - BTL Purchase
(File size: 22kb) View123 Royal Mile Edinburgh (Scottish LBTT)
(File size: 22kb) ViewJust Home and some Cash - NO Children
(File size: 28kb) ViewJust Home and some Cash - YES Children
(File size: 28kb) ViewHome, Cash, DC Pension, Life Cover
(File size: 28kb) ViewSell BTL - Was own home for part ownership
(File size: 24kb) View£30,000 with 20% banding plus pension and student loan
(File size: 23kb) ViewTeachers and state pension - how much tax?
(File size: 23kb) ViewRugby Player - £50,000 for 5 years
(File size: 67kb) ViewTeachers and State Pension - make non tax payer for life
(File size: 67kb) ViewRugby Player - £50,000 for 4 years
(File size: 60kb) View£200,000 EIS claim, £60,000 tax relief and defer some CGT
(File size: 60kb) View£450,000 Bond with 5% withdrawal
(File size: 21kb) ViewBTL Rental Portfolio
(File size: 72kb) ViewUniversity Saving
(File size: 42kb) ViewCashflow Modeller
DownloadAverage Annualised Performance Calculator
DownloadAverage Growth Calculator
DownloadCapital Gains Tax Calculator
DownloadEarly Retirement Calculator
DownloadEIS Tax Calculator
DownloadIncome Protection / PHI Calculator
DownloadInheritance Tax Calculator
DownloadLevel vs Indexed Annuity Calculator
DownloadLife Insurance & Critical Illness Cover Calculator
DownloadCashflow Modeller (Basic)
DownloadEmergency Tax "Month 1" Calculator
DownloadMonte Carlo Simulator
DownloadMortgage & Equity Release Calculator
DownloadPension Carry Forward Calculator
DownloadPension Drawdown (Tax Payable) Calculator
DownloadPension Forecast Calculator
DownloadPension Drawdown (Variable Income) Calculator
DownloadReduction In Yield Calculator
DownloadRental Yield Calculator
DownloadSalary / Dividend Tax Calculator
DownloadSchool Fees Calculator
DownloadStamp Duty Calculator
DownloadState Pension Age Calculator
DownloadTER / OCF Calculator
DownloadVCT Calculator
DownloadRay Adams' Presentation Slides
(File size: 2,056kb) DownloadAdvisers and clients embrace digital fact-finds in 2020
(File size: 120kb) ViewCashCalc set to develop 2-way integration with Hubwise
(File size: 85kb) ViewCashCalc removes Transfer Value Comparator (TVC) tool
(File size: 109kb) ViewCashCalc hits 10,000 account holders
(File size: 82kb) ViewCashCalc set to launch TVC/APTA-compliant module
(File size: 82kb) ViewCashCalc and Creative Technologies integration
(File size: 110kb) ViewCashCalc integrates with Intelliflo Office
(File size: 85kb) ViewCashCalc helps AdviserBook develop calculator for members of the British Steel Pension Scheme
(File size: 90kb) ViewCashCalc integrates with Plum Software
(File size: 47kb) ViewCashCalc reaches 5,000 registered accounts
(File size: 48kb) ViewCashCalc and Paradigm strike a deal for financial planning tools
(File size: 61kb) ViewCashCalc can help solve growing IHT concerns
(File size: 170kb) ViewCashCalc to offer tools to Tenet Group members
(File size: 48kb) ViewCashCalc surpasses 4,000 users
(File size: 50kb) ViewFinancial Planning Today Q&A
(File size: 44kb) ViewCashCalc launches Variable Growth Rates and Stress Testing option
(File size: 49kb) ViewImportant Changes To CashCalc
(File size: 49kb) ViewCashCalc launches new IHT Calculator
(File size: 62kb) ViewLeading Software Provider Integrates With Major Platform
(File size: 50kb) ViewIFA Launches Cashflow Planning Web App
(File size: 94kb) ViewCashCalc to launch TVC/APTA tool in collaboration with Rory Percival
ViewCashCalc to launch new pension transfer tool
ViewCashCalc teams up with Rory Percival on TVC tool launch
ViewCashCalc integrates with Creative Technologies and Intelliflo
ViewTwo Financial Planning software providers integrate with iO
ViewCashCalc and Intelliflo integrate software
ViewIntelliflo launches iO Store to deliver integrated partner apps
ViewCashCalc founder Ray Adams talks cashflow software and automated advice
ViewIntelliflo looks to push protection robo-advice
ViewAdviser Profile: Ben Ellis of Cactus Financial Planning
ViewCashCalc integrates with Plum Software back-office system
ViewThe future of customer experience
ViewCashCalc ties up data integration deal with Plum Software
ViewPlanner's swipe at Unbiased as he launches rival directory
ViewIan McKenna: Go with the Intelliflo
ViewAdvisers could welcome 1,000 clients each with tech
ViewAdviser seeks support to take on Unbiased and Vouchedfor
ViewIFA launches own adviser directory to take on Unbiased
ViewCashCalc Hits 5,000 Registered Accounts
ViewCashCalc and Paradigm strike deal on financial planning tools
ViewChartered Financial Planner strikes deal for cashflow tool
ViewAdviser Workshop: How to start a business within a business
ViewFinancial Planning Today (March-April 2017)
ViewTenet members gain access to financial planning tools
ViewChartered Financial Planner who created cashflow modelling software says cashflow model NOT essential
ViewCashflow Modelling: The great debate has opened
ViewCashCalc adds new options to software
ViewCashflow model firm created by Financial Planners launches IHT tool
ViewTransact backs planner’s ‘simplified’ cashflow tool
ViewTransact signs deal to offer clients IFA’s cashflow tool
ViewIncome in 60 seconds: Marco Vallone of Brighton Financial
ViewTech tonic: How software skills pay the bills
ViewAdviser KnowHow: How to build your own technology
ViewThe Accumulator: Christopher Rowe of Worldwide Financial Planning
ViewIFA cashflow tool attracts 600 users
ViewCashflow tool aims to be less ‘clunky’
ViewIFA upgrade: top 10 tech savvy advisers who built their own tools
ViewIFA launches free cashflow planning app
ViewIFA launched cashflow planning app
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