February 2012

threesixty Paraplanning Forum

Tue 28 Feb 2012

Richard was on stage for the London threesixty Paraplanning Forum today and will be presenting again at the second event on 29 February in Coventry. We’ll be publishing Richard’s slides here following the event on the 29th.

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Cashflow planning - bringing money to life

Tue 28 Feb 2012

Richard presented at today’s IFP Financial Planning Day 2012 and we thought we’d share the slides for those who couldn’t make it or just want to take another look.

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Phil O'Connor's 'open mike' call on Moneyscope

Tue 7 Feb 2012

Meet Phil O’Connor of Whitewell Financial Planning based in Bolton, Lancashire. Phil features in the third of a series of six animated phone calls in which users of Moneyscope explain why they like using it.

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Fri 3 Feb 2012

We’ve got two projects on the go at the moment which are due to go live soon: one is the release of a new problem-solving feature that we’re building; the second is a subtle evolution of the screen designs. We want you to tell us what you think of one of our proposed changes.

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