There are numerous solutions for financial cashflow planning in the market. Many of them are so complex that only experienced advisers can make sense of them. Others are too simplistic and do not have the depth or breadth needed. Indeed, cashflow advice is highly complex. A wide variety of assets including insurance policies, property and pensions must be considered, while there are also tax implications and many additional macro elements that need to be incorporated into planning scenarios such as the impact of any market volatility, inflation, downturn, changes in tax regimes and the like. For advisers, it is extremely difficult to consider all contributing factors rules both in isolation and alongside each other.
In this webinar with Jamie Keen, Country Manager UK & Ireland at aixigo, we explore how the adviser can add value to the client and client relationship with cashflow planning, planning for every eventuality while also staying within the boundaries of compliance. As well as giving a backdrop to the current status of the market, its requirements and the solutions available, Jamie introduced aixigo’s solution, the Cashflow Planner, highlighting how it delivers on its compliance requirements, offers a superior user experience, is easy to understand but is also powerful in supporting an extensive range of cashflow simulations as part of the advice process.
The session includes an introduction to the topic, a brief demonstration of the key components of the solution and a Q&A session between Stephen and Jamie.
