Fincalc Financial Planning

Felcorp's FinCalc capability

FinCalc software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support has over five years of specialised experience working within the FinCalc platform for UK-based paraplanning engagements. Our teams are well-versed in producing cashflow projections, retirement modelling outputs, and inheritance tax analyses using FinCalc's integrated planning tools. This depth of platform expertise enables our offshore paraplanners to generate compliant modelling outputs that support your advice recommendations and suitability documentation for UK clients.

Our teams produce lifetime cashflow models, retirement income projections, IHT analyses, and scenario comparisons within the FinCalc environment, delivering planning outputs ready for adviser review and client presentation.

What is FinCalc?

FinCalc, powered by O&M Pension Solutions, is a UK-focused financial planning software specialising in cashflow modelling, retirement planning, and inheritance tax analysis. It serves UK financial advisers with integrated planning tools that cover the full client journey from onboarding through to ongoing plan creation, with built-in UK income tax calculations updated monthly. FinCalc is designed specifically for the UK regulatory environment, including Consumer Duty compliance.

Key modules and components

• Lifetime cashflow modelling with visual timeline of life events and goals
• Retirement modeller with goal-seeking analysis and retirement age optimisation
• Inheritance Tax (IHT) modeller for estate planning
• Full UK income tax integration with monthly updates
• Lifetime allowance planning for pension analysis
• Smart scenario comparison and stress testing
• Comprehensive financial planning calculators suite
• Client portal for plan sharing and engagement
• Back-office integration with adviser systems

For more information about FinCalc, visit the official website at fincalc.co.uk.