File image of a pension savings pot

Cashflow modeller branches out into transfer tools

Welsh cashflow planning software provider CashCalc has partnered with former FCA technical specialist Rory Percival to launch a transfer value comparator tool. The launch follows the release of the FCA’s revised guidance on defined benefit pension transfers last week. The regulator mandated earlier this year that all transfer specialists complete a transfer value comparator along with […]

The real impact of DFMs on the adviser world

Rathbones uncovers difference third-party investment managers can make to financial planning We are all well aware of how the world of discretionary fund management has boomed over the past decade, but very little is known about the value or impact the outsourced model has had on advisers themselves. This is something the first Rathbones Value […]

discretionary fund managers portfolios

How are discretionary managers really putting portfolios together?

Under the skin of how outsourced investment firms decide on models One of the ways the RDR has shaped the advice industry has been to increase the trend towards outsourcing investment decisions to discretionary fund managers. The RDR arguably made the advice process overall more time consuming, with a growing understanding of goals-based financial planning […]


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