You are here: AdviserNews: November 2016

News: November 2016

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 7 November 2016
New and improved illustration tool for Cofunds Pension Account

New and improved illustration tool for Cofunds Pension Account

This month we're launching a new and improved illustration tool for the Cofunds Pension Account provided by Suffolk Life.

View more details here

Suffolk Life Direct Debit changing

Suffolk Life Direct Debit changing

From 23 November 2016, 'Suffolk Life Trustees Limited' will appear on your clients Bank/Building Society statement rather than 'Cofunds Pension Account' as shown previously.

Read more information here

Introducing T. ROWE PRICE OEIC Funds

Introducing T. Rowe Price OEIC Funds

With over 75 years' experience delivering investment expertise to investors around the world, T. Rowe Price is excited to introduce their new OEIC Fund Range.

Read more information

Name change for OBSR Morningstar

Name change for OBSR Morningstar

OBSR Morningstar are changing their name. We have updated the model portfolios, supporting documents and our website.

Read more information here

Video - The power of collaboration

Video - The power of collaboration

Watch as Mark Hopcroft talks with Rob Walton on trends and opportunities in financial technology.

Watch the power of collaboration video here

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions.

View the latest Corporate Actions here

Introducing T. Rowe Price OEIC* Funds

With over 75 years' experience delivering investment expertise to investors around the world, T. Rowe Price is excited to introduce their new OEIC Fund Range. Inspired by a long-established SICAV** offering, their range of OEIC funds aims to provide you with reliable and suitable products to meet the diverse and evolving needs of your clients.

View OEIC Fund Range

* Open-Ended Investment Company.

** Société d'investissement à Capital Variable. SICAV is a collective investment scheme similar to Unit Trusts and OEICs which is open-ended and marketed throughout the European Union under the Undertakings for Collective Investment in Transferable Securities (UCITS) directive. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. Issued and approved by T. Rowe Price International Ltd, 60 Queen Victoria Street, London, EC4N 4TZ which is authorised and regulated by the UK Financial Conduct Authority. For Professional Clients only.

Video - The power of collaboration

Watch as Mark Hopcroft, Cofunds Head of Institutional Distribution and Business Partnerships, talks with Rob Walton, COO of Intelliflo and Mali Marafini, CEO and Founder, Interruptiv on trends and opportunities in financial technology.

Watch the power of collaboration video here

Name change for OBSR Morningstar

Recently OBSR became OBSR Morningstar, however OBSR has now been removed and the new name is Morningstar Investment Management Europe Limited (or simply Morningstar). We have updated the model portfolios, supporting documents and our website.

Take a look at the updated page for Morningstar on our website

Suffolk Life Direct Debit changing

From 23 November 2016, 'Suffolk Life Trustees Limited' will appear on your clients Bank/Building Society statement rather than 'Cofunds Pension Account' as shown previously.

We will notify clients who have a Direct Debit set up for their CPA contributions.

This is just for information, there's no action required.

Take a look at a sample of the letter here

New and improved illustration tool for Cofunds Pension Account

This month we're launching a new and improved illustration tool for the Cofunds Pension Account provided by Suffolk Life.

Find out more about some of the key changes to the journey and actions you need to take if you're producing illustrations during the next few weeks.

Take a look at the new illustrations tool

Perspectives extra - Our interactive magazine app