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Our history

Helping people towards their financial goals since 2001.
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Achievements in 2016
  • Awarded Trading Platform of the Year at the Goodacre Systems In The City Awards 2016
  • Legal & General agrees to sell Cofunds to Aegon, the international pensions, life insurance and asset management company – subject to regulatory approval
Achievements in 2015
  • Awarded Content Marketing of the Year at the Money Marketing Awards 2015, for our Perspectives extra app
  • Awarded Sales Executive of the Year at the Goodacre Systems In The City Awards 2015
Achievements in 2014
  • Awarded Best Custody Solutions at the Goodacre Systems In The City Awards 2014
  • Awarded Best for Small Investors at the Lang Cat Platform Awards 2014
Achievements in 2013
  • Awarded Platform of the Year 2013 at the SimplyBiz Group Awards
  • Awarded Best Platform at the Goodacre Systems In The City Awards 2013
  • Became wholly owned by FTSE 100 company Legal & General
  • The money invested through Cofunds breaks the £50bn barrier
Achievements in 2012
  • Awarded Best Institutional Platform at the UK Platform Awards 2012
  • Awarded Best Custody Solution at the Goodacre Systems In The City Awards 2012
  • Awarded Best Fund Supermarket at the Shares Awards 2012
  • Explicit (unbundled) pricing launched
  • Awarded B+ financial strength rating by AKG
  • The money invested through Cofunds exceeds £45bn
Achievements in 2011
  • Awarded "Best Online Service"
    Money Facts Awards 2011
  • Announced a £20.2m profit for 2010
  • First retail platform to produce an AAF 01/06 controls report
  • Celebrated 10 years of service
  • Launched a market leading pension consolidation tool
  • Exceeded £30bn AUA milestone.
Achievements in 2010
  • Awarded "Best Platform"
    Money Facts Awards 2010
  • Exceeded £25bn assets under administration milestone
  • Maintained lead as highest selling platform for fourth consecutive quarter
  • Cofunds Pension Account launched
  • Model portfolios available on the platform.
Achievements in 2009
  • Our assets under administration broke the £20bn barrier
  • Long term partnership with Threadneedle announced
  • Achieved the highest sales figures in the Platform sector, a 52% rise form the previous quarter
  • Record year for net sales up 19% from 2008.
Achievements in 2008
  • Cash account service launched
  • Awarded "Best Fund Platform"
    adnitor UK Platform Awards 2008
  • Awarded "Best Fund Supermarket"
    Moneyfacts Investment Life & Pensions 2008
  • Awarded "Best WRAP Platform"
    TAS Awards 2008
  • Awarded "CICERO forum 2008"
    UK Retail Fund Platform of the Year
  • Awarded "Best Fund Supermarket"
    Professional Adviser Awards 2008.
Achievements in 2007
  • Awarded "Best Fund Supermarket"
    Money Facts Awards 2007
  • Awarded "5 Star Investment Provider & Packager"
    FT Adviser Online Service Awards 2007
  • Awarded "Best Fund Supermarket" Professional Adviser Awards 2007.
Achievements in 2006
  • First platform to scale £10bn
  • Net sales grow by 75% during the first half of 2006
  • Our assets under administration exceed £8bn
  • Legal & General Portfolio Bond launched on the Cofunds platform.
Achievements in 2005
  • Assets under administration exceeded £5bn. Voted "Fund Supermarket of the Year 2005" by readers of Financial Adviser
  • April 2005 Legal & General became the sixth shareholder.
Achievements in 2004
  • Created a strategic alliance with Legal & General to add life investment bonds and individual savings plans to the platform.
Achievements in 2003
  • IFDS, the UK’s leading fund administrator, became a shareholder in 2003. A year later we strengthened our administration service by migrating to their systems in preparation for the next phase of growth.
Achievements in 2002
  • 1st platform to launch re-registration.
Achievements in 2001
  • Cofunds was launched in January 2001 with the backing of four of the UK’s leading fund managers: Gartmore, Jupiter, M&G and Threadneedle.

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