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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.”

Finance and Technology Research Centre director Ian McKenna says: “The tool itself is a good idea but I would like to see greater transparency around how their risk profiling questionnaire works and how advisers meet their obligations under assessing suitability by using it.”



Govt donates £1m from FSA fines to military charity

The Government is donating £1m of money collected from FSA fines to the military charity Fisher House, according to The Sun. The money comes as part of a £35m pot allocated to the armed forces by prime minister David Cameron during the Conservative party conference in October. In the wake of the Libor rigging scandal, […]


AS 2012: Adviser verdict on Govt proposal to include AIM stocks in Isas

Advisers say they do not see many benefits in the Government’s plans to consult on expanding the list of qualifying investments for stocks and shares Isas. In today’s Autumn Statement, the Government announced it will consult on including shares traded on small and medium enterprises equity markets such as the Alternative Investment Market and comparable […]

AS 2012: Government paves the way for super-long gilts

The Government has given the green light on the issuance of gilts with maturities in excess of 50 years. In the last Budget, Osborne announced plans for the Debt Management Office to test market appetite for the “super-long gilts”. Following the consultation, the Government says issuance of these super-long gilts could represent cost-effective financing for […]


Building societies face RDR pensions delay

The majority of building societies will not be able to offer pensions on an adviser charging basis at the beginning of next year because the Legal & General product they offer does not facilitate it. From 31 December, commission will be banned on all advised pension sales. As a result, advisers will need to charge […]

Guarantees in the retirement income market

Lorna Blyth, Royal London  Do guarantees benefit customers and, if so, when? To answer this conundrum we commissioned Millimans, a global actuarial consulting firm, to conduct an independent review of the UK retirement income market and whether guarantees really do offer customers better value for money. The brief The study was one of the most comprehensive undertaken […]


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