Dynamic Planner – risk and cashflow planning at Investment Committee Seminar on 6 March

31 January 2025

We are delighted to announce that Dynamic Planner will be presenting on cashflow planning at our Investment Committee Seminar on 6 March in London

Steph Willcox, Head Actuary at Dynamic Planner (and regular contributor to Professional Paraplanner) will be looking at cashflow planning with a focus on ensuring the best approach to identifying a client’s investment risk and presenting that within the cashflow to enhance client understanding.

Steph will be able to talk through the importance of effectively identifying not just the client’s attitude to risk but also their willingness to take risk, and how with the help of paraplanners, this can lead to better outcomes.

She will also address why in an aging society, where the social care policy tin can is being continually kicked down the road, there is a greater need for more robust means of retirement income cashflow planning to meet clients’ evolving needs through retirement.

REGISTER HERE

Will Dunwell, Marketing Director, Dynamic Planner, says: “We are pleased to be supporting the Professional Paraplanner Investment Committee Seminar.

“Cashflow planning is recognised as an essential element of many successful financial plans. Done well, a cashflow model can bring to life a client’s financial future. In conjunction with greater clarity on a client’s financial personality and risk profile, it can also help financial planners and paraplanners to have better conversations with clients on the trade-offs between risk and reward. This can make a notable difference to the client’s long term outcomes.”

Dynamic Planner has recently released two new questionnaires which further support cashflow planning, providing Financial Personality Insights and Retirement Income insights, which can help enhance paraplanners recommendations for their clients.

The Investment Committee Seminar will be held at the etc venues, Fenchurch Street, London.

REGISTER HERE

Professional Paraplanner