For clients considering or who are already in retirement – or for those seeking advice on a defined benefit pension transfer – a robust, understandable cash flow plan is fundamental to helping them build an income strategy.
For others, a cash flow plan helps them understand how their investment strategy can help achieve key goals, including wealth accumulation and preservation.
Dynamic Planner cash flow is robust and easily understood, consistent with a client’s risk profile and doesn’t take forever to complete. It is the UK’s original, web-based cash flow tool. Coming soon in 2020, Dynamic Planner cash flow will undergo a major upgrade, further ensuring the suitability of your advice for clients alongside the efficiency of having one system for all your firm’s financial planning needs.