Tag CloudAdvisers Applications Birmingham Bonds Clients Cofunds Cofunds Pension Account Commission payments Conferences CPA Easy-to-use Economic Forum Events Fees Financial planning tools FSA Fund managers Funds Guest blog Improvements Income Investment opportunities ISAs ISO20022 Latest news Model portfolios Multi-Manager Pensions Platform Pricing Proposition RDR Re-registration Research centre Retirement SIPPs Support Tax Year End Technology UK Equities Update User experience video Website What do you think?
Tag Archives: Retirement
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 .
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
Pension latest: lifetime allowance changes
The latest on pension tax relief changes is that the government will be reducing the standard lifetime allowance to £1.5 million from 06 April 2012.
The government has clearly set out how it will manage benefits linked to the standard lifetime allowance and have provided information of a new