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Tag Archives: Cofunds Pension Account
Drawdown to Drawdown Pension Transfers for our Cofunds Pension Account
We’re pleased to announce that you’ll now be able to transfer your clients’ pensions, which are already in drawdown, to the Cofunds Pension Account (CPA) and continue to take income for both Capped and Flexible drawdown. Standard CPA fees will still apply.
Online improvements next week
Next week Suffolk Life will be making some improvements to its online functionality.
Unfortunately this means that you won’t be able to access the Cofunds Pension Account between 5:30pm – 7:30pm on Tuesday 9 August. This includes illustrations, applying online and viewing valuations.
Cofunds Pension Account illustrations online
We are pleased to announce that flexible drawdown for our Cofunds Pension Account is now available from the website alongside the pre-retirement and capped drawdown illustrations.
Cofunds pension paper: Where are the opportunities?
With the market remaining turbulent, it’s never been more clear that pensions still have a major part to play for your clients planning for life after work.
The coalition government have set out a number of changes recently, affecting clients who are both building their pension assets and those in drawdown – as well as having an impact on death benefits.
Cofunds Pension Account improvements
We’ve listened to your feedback around the application process and are pleased to announce that further improvements have been made to our Cofunds Pension Account service, improving the speed and layout of the online screens, and making them more intuitive.
NEW form improvements to the Cofunds Pension Account
Last November we told you about significant enhancements we had made to our Cofunds Pension Account .The introduction of the standalone Client Declaration has helped make the whole application process quicker and simpler for you and your client.
Your feedback shapes our ongoing enhancements and, as a result, we have made further improvements to our literature, by providing clearer forms to help you and your clients to maximise their tax-efficient investments. Continue reading