Cash flow plans can be revisited during annual client reviews to check whether anything has changed, in line with MiFID II requirements and to ensure that the agreed investment strategy remains suitable.
For clients considering or who are already in retirement – or for those seeking advice on a defined benefit 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’s cash flow is robust and easily understood, consistent with the client’s risk profile and doesn’t take forever to complete.
It is the UK’s original, web-based cash flow tool, built for advice firms, with advice firms. New to 2020 will be further innovative enhancements, increasing the suitability and efficiency of having one system for all your financial planning needs.