Tag Archives: RDR

Protected: New video: Helping you excel in a changing world

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Event latest: Economic Forum returns to London

We’re bringing our Economic Forum back to London’s Merchant Taylors’ Hall on Wednesday 7 March.

The market outlook is still uncertain, so planning client investment strategies must be increasingly difficult. So our Economic Forum will provide you with the latest in-depth market updates along with useful hints and tips designed to help you succeed through this year to a post RDR world.

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Regulatory fiddling burns platform roaming

An article from Stephen Mohan – Managing Director of Operational Services at Cofunds, which originally appeared in Money Marketing.

Wherever I turn I see the debilitating effects of the UK’s lack of joined up government. As an example, my wife is trying to build a restaurant and is trying to reconcile the different challenges of planning permission, building control, environmental policy, disability rules and licensing laws. None of these were established for bad reasons, but their combination leads to one major law: the one of unintended consequences – more about this later.

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How does VAT affect you in the transition to fees?

With the move from commission to fees coming next year – how will VAT affect you in this transition?

Following the popularity of our recent technical workshops, earlier this month we invited Grant Thornton’s tax expert Dean Jefferies to host an online webinar on ‘VAT and the RDR’.

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Clarity needed from FSA on CP 11/26

Cofunds welcomes the clarity provided by the FSA in CP11/26. However, there are still some significant questions to be answered and time is passing fast for the industry to be able to react and prepare for the significant change this will bring.

We support the general thrust of what the FSA is seeking to achieve, including its stance on treating advice on funds in a life policy in the same manner as other product wrappers such as ISAs – this will ensure that product bias is removed.

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