Cashflow modeller Prestwood Software has unveiled a suite of advanced pension planning tools to help planners engage with clients who are underfunding their pensions.
A dispute over whether cashflow modelling is to become “effectively mandatory” for DB transfers has broken out between a software firm and the FCA.
News from Twitter
Articles by Keyword
AJ Bell
AMPS
annuities
Autoenrolment
Barnett Waddingham
Curtis Banks
DWP
FCA
FOS
FSCS
James Hay
Lisa Webster
Mattioli Woods
Pension
pension freedoms
pensions
pension transfers
Platforms
regulation
retirement
retirement planning
Sipp
Sipps
Ssas
Talbot and Muir
The Pensions Regulator
TPR
Webster
websterblog
Xafinity