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The Cashflow Coach

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🎉 Big News for Retirement Planning Enthusiasts! 🎉

Following the recent FCA announcements on retirement income planning and the pivotal role of Cash Flow Modelling (CFM), we're here to highlight how our HapNav system is perfectly poised to meet these evolving standards for self-directed retirees. 🌈


READ OUR BLOG ANALYSIS: EMBRACING A DECUMULATION MINDSET FOR RETIREMENT: INSIGHTS FROM THE FCA’S LATEST REVIEW

The FCA has underscored the importance of robust CFM tools in ensuring sustainable retirement income strategies. Here’s how HapNav steps up to the challenge:

  • 📈 Adherence to FCA Guidelines: HapNav is designed with the latest FCA requirements in mind, offering a cutting-edge solution for retirement planning.

  • 🔍 Empowering Self-Directed Planning: Tailored specifically for those who wish to take a hands-on approach, HapNav empowers you with intuitive tools to model your financial future.

  • 🧠 Informed Decision-Making: With HapNav, gain the insights needed to make educated decisions that align with your retirement aspirations.

For our self-directed retirees, HapNav is not just a tool; it’s your companion in navigating the retirement planning landscape, ensuring your strategies are both compliant and optimised for your long-term financial well-being. 💼🚀

Let’s embrace the future of retirement planning together, with HapNav leading the way. Your journey towards a secure and fulfilling retirement starts here. 🚀


#RetirementPlanning #FCA #HapNav #Empowerment #FinancialIndependence

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Disclaimer: Educational Financial Services Only

Financial Life Coach is a trading style of The Academy of Life Planning Limited, registered in England and Wales (Company No. 8016568). We provide educational financial services, not regulated financial advice, which means we are not overseen by the Financial Conduct Authority (FCA) and do not hold FCA registration.

All the information on this website is for educational purposes only and is not professional financial advice. Our goal is to help you improve your financial understanding and make informed decisions, in line with FCA guidelines (PERG 8.26.2) and the Financial Services and Markets Act 2000. These laws clarify that educational services like ours don't require FCA regulation, as we do not promote or advise on regulated financial products.

We operate under the protection of UK consumer laws, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition and Consumers Act 2024. These laws are enforced by the Competition and Markets Authority, ensuring our clients are well protected. It’s worth noting that these protections may differ from those provided by FCA-regulated firms.

If you're looking for regulated financial advice specific to your circumstances, we recommend speaking to an FCA-regulated financial adviser. If you have any questions about what we offer or how our services align with consumer protection laws, feel free to read our terms and conditions or contact us directly.

 

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