You are here: AdviserNews: April 2017

News: April 2017

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 3 April 2017
Article 50 - a time for reassurance

Article 50 - a time for reassurance

As negotiations for UK's split from the EU step up a gear, we've pulled together a quick guide and some frequently asked questions to help you reassure clients.

Find out more about our Article 50 guide and Q&As

Budget webinar - final chance to register

Andy's view on pre-Brexit planning

While work begins to thrash out the terms of Brexit, Andy Coleman addresses the elephant in the room. How can advisers prepare when the path is still uncertain?

Read Andy Coleman's Brexit article

Pension document changes

Literature update for clients with a Cofunds Pension Account

We recently carried out a number of literature updates to key pension forms to help streamline the process.

Find out which forms have been updated

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions.

View the latest Corporate Actions here

Andy's view on pre-Brexit planning

While work begins to thrash out the terms of Brexit, Andy Coleman addresses the elephant in the room. How can advisers prepare when the path is still uncertain?

Andy shares his views on how advisers can approach both accumulation and decumulation clients with Brexit looming.

Read Andy Coleman's Brexit article.

Literature update for clients with a Cofunds Pension Account

We recently carried out a number of literature updates to key pension forms including:

  • CPA Employer's Contribution Authority
  • CPA Transfer Request
  • CPA Drawdown Transfer Request

Find the updated Cofunds Pension Account forms within the Document Centre.

Perspectives extra - Our interactive magazine app