The site for Paraplanners and Paraplanning in the UK
From the category archives:
Anyone who knows me will tell you that I like IT and so I have taken a keen interest in the development of ‘back office, and CRM systems for advisers. The March 2008 edition of Money Management has a 5-page feature by Geordie Clarke on adviser back office systems entitled “CRM of the crop” (you [...]
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Knowing how long a client can expect to live is very useful when considering most types of financial planning issues yet, apart from in some unfortunate cases, most of us cannot really say for sure when we are going to die. Despite this we still need to make a realistic assumption regarding longevity and [...]
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This weeks poll looks at the popularity of the various software tools available for financial planning. We are looking here primarily about lifetime cash flow forecasts and shortfall analysis. I have used all of the tools shown in the poll and have my own views on the pros and cons of each which [...]
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We are pleased to announce the addition of a forum to the site – you can get to it by clicking here or by the link on the navigation bar. The forum is designed to be an area for discussion on any topic related to paraplanning and financial services in general. Once you [...]
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Truth is the financial planning part of the Prestwood software system which has been ‘re-packaged’ and launched by Paul Armson. I attended a demonstration and workshop given by Paul where I met Mike Linksey of Fincision. Mike has posted a thorough review of the software on his site which I have reproduced below.
I’ve [...]
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With Profits has long been out of favour with many advisers when investing new money for clients. At the same time, there has been a significant amount of money moved out of With Profits into alternative funds to escape from the very low annual bonus returns in the pursuit of greater returns. Several [...]
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