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Tag Archives: Pensions
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.
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.
How to increase your income
From 10 June to 13 July we’ll be on the road again, delivering 17 retirement seminars across the UK.
These practical and informative sessions have been carefully designed to show how your income can be increased by using platforms to create your clients retirement planning strategies.
More online improvements
Throughout the course of this year we have and will continue to roll out enhancements to our website as we work to make it as easy to use and intuitive as possible.
You will have already noticed the homepage was updated with a cleaner and fresher look back in October last year, to make it easier for you to get to the client servicing .
From this month, there are a number of changes to pension legislation coming into play with HMRC issuing the new drawdown rates.