Cashflow modelling best practice
How Cashflow modelling can assist advisers with their Consumer Duty requirements
How best to use their systems - a quick demonstration
Considering what the FCA said about Cashflow modelling on their DB transfer review and provide thoughts on what this could mean for the FCA’s forthcoming review on retirement income advice.
Challenging the thought process on stress testing and why Cashflow modellers are more than just a tool for retirement income planning.
- How Cashflow modelling can be used for effective IHT planning.
Explain how Cashflow modelling can be used in the advice process to help clients visualise their retirement journey.
Demonstrate how Cashflow modelling can help clients understand the risks in retirement.
Demonstrate your capacity for loss process by effective stress testing of client outcomes.
Demonstrate how Cashflow modelling can assist advisers with their Consumer Duty requirements.
Explore DB transfers in relation to regulatory requirements and good practice for cashflow modelling.
- Describe how Cashflow modelling can be used for effective IHT planning.
‘Friend, Foe, FAD - Cashflow modelling with Voyant
About the event
You asked, we’ve listened… M&G Wealth presents Cashflow modelling week
with
Our host Colin Simmons, Business Development Manager will be talking to Rosie Hutchinson, Head of Client Solutions UK, Voyant, on topics including:
AND
CPD
This session qualifies for up to 60 minutes Structure CPD accredited by CII & CISI.
Learning objectives – by the end of this session you should be able to:
Speakers
Colin Simmons, Business Development Manager
M&G Wealth
Colin has over 20yrs experience working in the pensions and retirement market & represents Pru/M&G Wealth at various conferences. He has extensive knowledge of investments and pensions and is a fellow of the personal finance society, holds the investment management certificate and is also Chairman of the Thames Valley PFS region.
Rosie Hutchinson, Head of Client Solutions UK
Voyant
With over 30 years of experience in financial services, Rosie is well-versed in the art of collaborating with clients to meet their unique financial objectives. Rosie has been working at Voyant for 10 years, in her current role as Head of Client Solutions at Voyant UK, she leverages her past experience as both paraplanner and adviser to train financial professionals in goals-based wealth management and cashflow modelling. Rosie's primary goal is to teach how to better engage with clients and promote overall financial wellness.
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054. Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019. Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.