View more on these topics

eValue FE launches cash-flow planning tool

eValue FE has launched a cash-flow planning tool aimed at helping advisers demonstrate their value post-RDR.

The Life Planner tool has been launched through FE’s Advisa Centa subsidiary and offers clients the ability to set financial goals and provide fact find information through a risk profiling questionnaire.

Advisers can produce reports which offer clients different options for reducing spending and setting goals and throws up different scenarios clients may face in the future.

Clients are offered the ability to provide fact find information and answer a risk profile questionnaire.

Evalue FE strategy director Bruce Moss says: “Advisers are looking for ways to enhance their service to clients. Lifetime cash flow planning has the potential to add a great deal of value to the advice process but it can be difficult to persuade clients to pay an adequate fee for a service which could deliver a rude awakening.”


Labour warns Osborne not to water down bank reforms

Shadow chancellor Ed Balls has warned the Government it risks losing Labour support for banking reforms if it waters down Sir John Vickers’ recommendations. Speaking to the FT, Balls said he did not believe the chancellor was implementing the full recommendations of Vickers’ Independent Banking Commission report. The ICB published its final report in November […]


SRA recommends approval of restricted referrals

The Solicitors Regulation Authority is to recommend its board allows solicitors to refer clients to restricted as well as independent advisers for investment advice. The SRA board is meeting on 28 November to decide whether to amend its code of conduct to allow referrals to restricted advisers. Currently the code states if clients are likely […]

Skandia targets cost-cutting after £5m platform loss

Skandia posted a £5.1m platform loss for the first half of the year and has revealed plans to slash costs by half in an attempt to move into profitability within the next three years. In an investor presentation last week week, Skandia parent Old Mutual Wealth said it made a pre-tax profit of £95m for […]

In Focus image

In Focus — May 2015: private medical insurance market in Germany

Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm