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Tag Archives: Improvements
View from the CEO: Martin Davis on helping you excel through RDR
I’m sure you don’t need me to tell you that the RDR deadline is now less than a year away, and in the remaining months, the challenge for us all is to make final preparations to reshape our businesses so that they’re best placed to prosper in 2013 and beyond.
How are we helping you benefit from the opportunities?
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.
Help shape our Document Centre
Your platform needs you!
We’re always looking to improve the service that we offer you and would like to give you the opportunity to help reshape our online Document Centre.
Faster Trades Online – Latest enhancements
We always value the feedback that you give us regarding enhancements you’d like to see to our platform, in particular when they lead to a material benefit to your business.
So here’s a breakdown of our very latest changes, which will free up more time to devote to business developments. Let us know what you think by leaving a comment below.
2012 events – tell us what you’d like to see next year
Earlier this year we announced a new and improved format to our events programme with our ‘Turbo charged events in 2011’ article.
With the new forums being very well received, we now look ahead to next year – because we’d like to know what topics you’d like covered in 2012.
Are we sticking our neck out?
As all the big players unveil their new pricing models it does seem as if Cofunds is sticking its neck out. Well, that’s because we are. Why? It’s simple, we believe in transparency. We want to put the consumer first just as financial advisers do. We know that advisers using our platform will have to explain our pricing structure to their clients, not to mention their statements – and this requires a simple, uncomplicated pricing model. It’s in everybody’s best interests. Continue reading