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: What do you think?
Europe, China and holiday planning
Guest blog: James Harries, Fund Manager, Newton Investment Management
In a client meeting yesterday I was asked if the concerns relating to Europe and China specifically and emerging markets more broadly are reasonable. Well, I do think that China is slowing and is likely to continue slowing; at Newton we think there’s been a big misallocation of capital in that economy and that the air coming out of the property sector there is likely to knock onto other areas of the economy in a way that won’t be particularly beneficial to investors.
The success of the long distance investor
Guest blog: Anthony Cross, Fund Manager, Liontrust Asset Management
When Usain Bolt broke the world record for the 100 and 200 metres at the Beijing Olympics in August 2008, the world was still a month away from being shaken by the news that Lehman Brothers was filing for bankruptcy. Four years later, with the world’s best athletes preparing to descend on London, Lehmans turned out to be just one in a series of financial tremors.
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.