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Tag Archives: Financial planning tools
What’s next for Junior ISAs?
Well we’re pleased to see the government and HMRC have defined the rules for Junior ISAs (replacing child trust funds from 1st November 2011). That helps us to build a robust solution in line with the FSA’s guidelines. Will you … Continue reading
Protected: Updates to the DT Dynamic Planner tool
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Pensions in a time of great opportunity
Steve Bee recently said that he feels “really upbeat about the prospects for our pension system right now.” So how can we help advisers to use the platform to capitalise on this opportunity?
At Cofunds we have a range of pensions, powerful planning tools, help and support for pension consolidation AND a Technical Hub filled with useful, regular updates from Technical Connection – what else can we do to help? Continue reading