Foster Denovo|Strategic Relationships – member advice round table event

Strategic Relationships – member advice round table event

An opportunity to meet other Employee Benefits Consultant’s to discuss topical issues in an open forum.

We work with various firms helping trustees, administrators, and employers delivering advice to pension scheme members.

In the latest from our series of round table events and open forum, we’ll be highlighting the value of cash flow forecasting when giving member advice.  Cash flow forecasting is not a new concept, but it’s surprising just how many advisers are not using this valuable tool.

Join us on Thursday 1st July from 12.00pm to 1.00pm as we share our thoughts around what good member advice looks like and why cash flow forecasting should play an integral part of the advice process including:

  • what cash flow forecasting is;
  • how it works including;
    • how this interactive tool brings financial planning to life for the member;
    • how the scenario based functionality offers the member insight in to what their retirement lifestyle might look like; and
    • how much wealth they may have available.
  • why this powerful tool isn’t used by more advisers

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