Cash Flow Modeller | SFP Adviser Portal

Client 1

Full name

Date of birth

State pension age

— enter DOB above

Pension access age

— enter DOB above

Client 2

Full name

Date of birth

State pension age

— enter DOB above

Pension access age

— enter DOB above

Adviser name

Purpose of forecast

Name of forecast

Start date of forecast

End point of forecast

Age at end Length (years)

Age at end of forecast

Assumed inflation rate (%)

Leave blank to use default of 3.00% p.a.

Input one combined total instead

Cash Savings

Investments

Business Relief Qualifying Investments

Input one combined total income figure

Salary Income

Rental Income

DB / Final Salary Pension Income

State Pension

Other Income

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