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Videos uploaded by user “CashCalc UK”
Advanced Cash Flow Modeller: Case Study | CashCalc
 
13:10
Director Ray Adams and Chartered Financial Planner Ray Adams, talks through a case study using CashCalc's Advanced Cashflow Modeller. Find out more about CashCalc: www.cashcalc.co.uk
Views: 713 CashCalc UK
Pension Drawdown Tax Payable Calculator | CashCalc
 
01:47
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 380 CashCalc UK
What is TVC & APTA? | CashCalc
 
02:27
What is TVC & APTA? Find out from Chartered Financial Planner, Ray Adams, who is building a TVC & APTA compliant tool ahead of new regulations which come into force this October. Find out more here: https://cashcalc.co.uk/tvc-apta
Views: 544 CashCalc UK
Pension Carry Forward & Tapered Annual Allowance Calculator | CashCalc
 
03:11
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 817 CashCalc UK
Online demo of CashCalc
 
26:55
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 911 CashCalc UK
Pension Forecast Calculator | CashCalc
 
01:52
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 423 CashCalc UK
TVC & APTA tool is now LIVE | CashCalc
 
03:57
Developed alongside former FCA technical specialist Rory Percival, our TVC & APTA-compliant tool will allow you to provide good quality advice - ensuring your clients can make informed decisions. Find more info on our TVC & APTA tool: www.cashcalc.co.uk/tvc-apta Our TVC tool: - Displays the Cash Equivalent Transfer Value (CETV) offered by the current safeguarded scheme - Shows the estimated value needed to replicate the client’s DB income - Produce an automated TVC report - Access to a downloadable (.pdf) guide Our APTA tool: - Pre-populates and pulls data from multiple sources, such as data-capture forms, client profiles and integrations - Generates up to 10 forecasts immediately, - Create streamlined cashflows - Allows you to access enhanced comparison functionality - Seamlessly create reports detailing stage-by-stage progression - Access to a downloadable (.pdf) guide
Views: 261 CashCalc UK
Import a Data Capture Form | CashCalc
 
03:38
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 203 CashCalc UK
Why upgrade to CashCalc Premium? | CashCalc
 
03:04
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 94 CashCalc UK
TVC & APTA demo | CashCalc
 
28:19
Developed with input from former FCA technical specialist Rory Percival, our TVC & APTA-compliant tool will allow you to provide good quality advice - ensuring your clients can make informed decisions. In this video, Director and in-house Chartered Financial Planner, Ray Adams, takes you through our new TVC & APTA tool. Find out more about our TVC & APTA tool: www.cashcalc.co.uk/tvc-apta
Views: 371 CashCalc UK
Basic vs Advanced Cash Flow Modeller Part II | CashCalc
 
03:58
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 129 CashCalc UK
Advanced Cash Flow Modeller: Annual Review | CashCalc
 
01:44
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 123 CashCalc UK
Preview | The Great Pension Debate II | CashCalc
 
00:59
How did you get to Port Talbot for The Great Pension Debate II? In this preview video CashCalc Director Ray Adams looks at cashflow planning as a journey, and explains why there is no one route. Watch to find out more. Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 104 CashCalc UK
What is cashflow planning? | CashCalc
 
00:59
What is cashflow planning? Cashflow planning is the process of looking at your current financial situation and planning ahead for the future. Find out more at cashcalc.co.uk.
Views: 707 CashCalc UK
Here's one reason why the TVC figure may vary between systems | CashCalc
 
02:41
Director and Chartered Financial Planner Ray Adams discusses why the TVC figure may vary depending on the systems provider. Find out more about our new TVC & APTA tool: www.cashcalc.co.uk/tvc-apta
Views: 116 CashCalc UK
Advanced Cash Flow Modeller: Enter a contribution/withdrawal | CashCalc
 
02:43
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 92 CashCalc UK
How does the modeller calculate tax on pension withdrawals? | CashCalc
 
01:10
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 241 CashCalc UK
Using cashflow modelling with DB pension transfers | The Great Pension Debate II
 
46:32
Last week, CashCalc Director Ray Adams was in Port Talbot delivering a live presentation at The Great Pension Debate II. The 45 minute session predominantly looked at how cashflow planning can be used to better plan for a DB pension transfer. However, Ray also took the time to highlight the importance of understanding client objectives and how using cashflow planning can demonstrate the suitability of different options. The presentation was enjoyed by over 100 advisers at the Aberavon Beach Hotel, and thanks to the CashCalc twitter account, was also enjoyed by many more via a live stream. Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 367 CashCalc UK
Should the figures I enter be input as net or gross? | CashCalc
 
00:59
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 291 CashCalc UK
CashCalc TV Outtakes 2016
 
04:00
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 75 CashCalc UK
Integrate with CashCalc | CashCalc
 
02:00
In this video, Director Ray Adams discusses CashCalc integrating with other software providers. If you would like to see CashCalc develop an integration with a specific provider, then you should contact us via social media, or email us at [email protected]
Views: 80 CashCalc UK
Variable growth templates: Add a fund/benchmark | CashCalc
 
03:17
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 107 CashCalc UK
Advanced Cash Flow Modeller: Inflation explained | CashCalc
 
01:23
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 257 CashCalc UK
Early Retirement Calculator | CashCalc
 
00:57
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 377 CashCalc UK
How to integrate with Intelligent Office | CashCalc
 
01:19
Find out how to integrate your CashCalc account with Intelligent Office. Learn more about CashCalc, at www.cashcalc.co.uk
Views: 186 CashCalc UK
How can I set a withdrawal from a pension or investment to increase each year? | CashCalc
 
01:18
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 103 CashCalc UK
Basic vs Advanced Cash Flow Modeller | CashCalc
 
01:04
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 252 CashCalc UK
Emergency Tax/ Month 1 Calculator | CashCalc
 
01:41
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 155 CashCalc UK
Inflation and today's terms | CashCalc
 
01:00
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 48 CashCalc UK
Advanced Cash Flow Modeller: Create a report | CashCalc
 
00:57
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 52 CashCalc UK
Salary Tax Calculator | CashCalc
 
02:10
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 283 CashCalc UK
How to import your clients and data from Intelligent Office | CashCalc
 
01:18
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 88 CashCalc UK
Quilter Cheviot Paraplanner Roadshow | CashCalc
 
22:37
At CashCalc, our support team is made up predominately of paraplanners and they are vitally important to our operation. Paraplanner Ed Peach is one of our senior members of the CashCalc support team, and has extensive experience using our Cashflow modeller from his day-to-day activities. Here, Ed gives a demonstration at the Quilter Cheviot Paraplanner Roadshow in Bristol, giving his Top Tips in Cashflow Planning. Find out more about CashCalc: www.cashcalc.co.uk
Views: 67 CashCalc UK
Croeso I Teledu CashCalc
 
00:41
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 28 CashCalc UK
Stamp Duty Calculator | CashCalc
 
01:05
CashCalc Director and Chartered Financial Planner Ray Adams, talks through the simple process of using our Stamp Duty Calculator. Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 845 CashCalc UK
What calculators are available on CashCalc? | CashCalc
 
00:35
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 234 CashCalc UK
Advanced Cash Flow Modeller: Clone a forecast | CashCalc
 
01:37
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 51 CashCalc UK
Welcome to CashCalc TV
 
00:42
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 276 CashCalc UK
Why have we built a TVC & APTA tool? | CashCalc
 
02:59
We are building a TVC/APTA-compliant tool ahead of new regulations, alongside former FCA technical specialist Rory Percival. Find out more here: https://cashcalc.co.uk/tvc-apta
Views: 244 CashCalc UK
TER / OCF Calculator | CashCalc
 
01:45
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 66 CashCalc UK
How to add a client | CashCalc
 
00:31
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 239 CashCalc UK
IHT Calculator: Overview | CashCalc
 
03:51
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 187 CashCalc UK
Should my client's pension income be input as an income or as a withdrawal? | CashCalc
 
01:00
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 176 CashCalc UK
How to integrate with Transact | CashCalc
 
01:15
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 158 CashCalc UK
Send a Data Capture Form | CashCalc
 
02:17
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 224 CashCalc UK
Add immediate value to a client | CashCalc
 
00:45
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 108 CashCalc UK
How to renew your integration with Intelligent Office | CashCalc
 
01:25
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 71 CashCalc UK
Happy Birthday, CashCalc
 
00:44
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 127 CashCalc UK
When creating a forecast for 2 clients, whose age do I use when adding an income? | CashCalc
 
01:14
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 125 CashCalc UK
IHT Calculator: Progress update | CashCalc
 
01:07
Find out more about CashCalc's suite of financial planning tools: www.cashcalc.co.uk
Views: 122 CashCalc UK

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