Download the latest copy of our cash flow modelling support brochure.
We currently have licences to build cashflow models on Voyant and i4C, both of which are approved by St James’s Place for use with clients. The choice of software provider it up to you.
No you do not need to hold a licence in order for us to create cashflow modelling reports for you. Should you wish to use the full features of the modelling system, such as interactivity or client collaboration then you would need a licence.
There are two main options available
You will have access to the specialist who built your cashflow model who will be able to answer any of your questions – either by phone or by email. This service is available Monday to Friday from 9am to 5pm (excluding bank holidays). If you need help outside these hours, you can send an email or leave a voicemail message and the appropriate member of the team will call you back as soon as practically possible.
Yes you may be able to charge a fee to your clients depending on your circumstances. Please refer to the intranet for more details on this.
The initial request should be in the form of an email, including a description of what specifically you wish to illustrate to the client. The illustration options are extensive, so please do get in touch if you would like to discuss what illustrations or scenarios we are able to create; Each individual request will then be reviewed to identify the most appropriate way to illustrate your plan in the cashflow scenario(s) provided.
Requests for cashflow models received before 3:30pm will activate the 5 working days service standard. Requests received after 3:30pm, “Day 1” will commence on the following working day. It is vital that all relevant information is provided to ensure the cashflow model can be completed within timescale. If additional information is required, the case will be placed on hold until the missing information is made available, at which point the 5 working days service standard is resumed from the point it was placed on hold. If a case is considered urgent, please highlight the urgency and the reasons why, as we may be able to re-prioritise the triage queue to accommodate your request.
The accuracy of any Cashflow Model is dependant on the information provided. The more information you can provide the more in-depth and comprehensive the model will be. As a minimum we would require:
St James’s Place already offer a discounted version of the Voyant software, details of which can be found on the intranet site. If you prefer to use the i4C option, we will provide you with a contact number and a special introductory offer giving you the first two months for free.
We will contact you one calendar month before the annual review date of the original plans. You can then decide whether you wish us to update any of the original scenarios or whether you wish to have a new set of plans created. Alternatively, should you have a review with the client prior to this date and would like an updated Cashflow, please get in touch and we can create this for you.
Access can be granted on an individual basis. Access will only remain as long as you require. if you need further help regarding access please get in touch.