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Aegon and Cofunds – Creating the best of both

Guest blog: Andy Coleman, Managing Director of Retail

Earlier this month, Aegon announced the completion of the purchase of Cofunds, and I’m thrilled to be able to lead the combined businesses through the years ahead. Therefore to set the scene for 2017, I’ve outlined what you can expect to see as both companies evolve.

Cofunds – The start of a new era

We’re focused on helping you grow your business, increase profitability and manage risk and costs effectively. The deal is set to build on what we have in order to provide you with a state of the art investment trading platform, servicing your needs and those of you clients. In turn, this will set us apart from our competition as we pledge to continue to not compete with you, instead focusing all our energies on improving our platform to provide you with the best service and tools.

Your voice matters – The Advisory Board

Our business success is built on supporting advisers like yourselves; therefore we understand how important your views are. To ensure you have a voice in our planning priorities, we’ve set up an Advisory Board and an Adviser Panel. This forms part of a wider commitment to run our business based on supporting you and your needs.

At the first Board, last month (and now, last year), Aegon outlined its intermediary focus, platform strategy and what you can expect to see in the coming months. Through a technology upgrade approach, you’ll see new functionality and data added to the Cofunds platform. Essentially, this means that you’ll be able to see benefits quickly through our enhanced functionality.

These benefits will include; the reduction of paper communication, additional use of straight-through processing and consistent digital log-ins to avoid accessibility problems.

Our future

Going forward, there will be an intensive period where we work to integrate both companies. Rest assured, you can be certain Aegon’s scale and single-minded strategy will result in ongoing investment in the Cofunds platform.

By discussing our approach and progress, our aim is to deliver a platform you feel invested in for the benefit of your business and clients.

Speaking personally having come from Cofunds, I look forward to continuing working alongside the adviser community to help shape the future of the platform industry.

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