You are here: AdviserArchive: September 2010

Archive: September 2010

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 6 September 2010

Pensions news the prospect of a ban on transfers

The DWP has proposed regulatory changes concerning the abolition of DC contracting out from April 2012. These changes have raised the prospect of a ban on transfers from contracted out DB schemes to personal pensions, stakeholder pensions and money purchase occupational schemes from April 2012. For full details and other August pension news visit our technical hub section.

My trading terms info in an instant

As part of our drive to improve the service we provide, we want to make sure you are always accessing the most accurate, up to date information. To this end, the Fund Charge Schedule will no longer be available from 1 October 2010. The majority of you already prefer to access this information via the 'My trading terms' section of the website which holds the same range of information and benefits from being updated daily rather than monthly. This ensures that you can access and print the most up to date information.


Adviser service centre volumes

We are experiencing a very high volume of calls at the moment and our team is working hard to provide a top quality service for you. Please bear with us as we deal with the post-holiday rush. You may like to check the How do I? section of the website where there is a wealth of helpful information that may help you.


No change to the OBSR Model Portfolios this quarter

The Quarterly Investment Group has met for this quarter and concluded that there are no changes to the OBSR Model Portfolios or Researched Fund Panel.

The latest OBSR Reports on the Researched Fund Panel and Model Portfolios are on the website.


Which wrapper is best for my client?

We've teamed up with Technical Connection to bring you a tool that helps you decide which tax wrapper could deliver the best after-tax return based on your clients individual circumstances.

The tool provides indicative results that assume charge neutrality and focus on the tax differences of UK and offshore bonds, offshore (reporting) funds and UK collectives. Of course, there are many issues other than tax to consider in making the most appropriate choice of tax wrapper. Reminders of these non-tax factors can be found in the notes embedded into the tool.

Try out the new tool.


Our latest magazine is now available online

Read articles from Charlie Eppinger on the areas of focus for the future and the impact of the RDR, Brett Davidson on the value of client reviews, Ian Thomas on using the web to cut costs and , Thames River on Stock picking during volatility.

View these articles and lots more in the magazine.


Corporate actions

View details of recent and upcoming corporate actions
Perspectives