You are here: AdviserArchive: August 2010

Archive: August 2010

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 9 August 2010

Improving customer service

We're keen to improve the quality of service you receive when you need to call us for help. So, from Monday 16 August 2010 we are introducing some new options when you call our newly named Adviser Support Team on 0345 604 4001*. You will be asked more questions by our automated system so we can route you to a call handler with a greater knowledge of your query. This will help us to answer your calls more effectively by giving you a quicker and more helpful response.

This change marks the beginning of the improvements in our customer service and we'll keep you informed as we roll out further enhancements.

Government proposes radical changes to pension tax regime

The Government has issued a consultation on a number of radical changes to the pension tax regime that are due to take effect from 6 April 2011. These changes will have a major impact on advising your clients both now and in the future. For an in-depth analysis of the proposed changes and their potential effect log in and visit the technical hub section.

New, improved homepage coming soon

You may have heard that we are working to make our website easier and quicker for you to use. We will eventually restructure the entire site to better match the way you work, with the first changes, a new login page and homepage, coming in the next week. Take an early look at the changes.

Global investing - Get the inside track

Read articles by fund managers and industry experts on this hot topic and if you are close enough to Hemel Hempstead, why not register for our conference where the theme will be discussed and explored alongside a tax update from Tony Wickenden and a business development workshop by the renowned JP Morgan Training Academy.

Pensions - Quality and flexibility as standard

At Cofunds, we have a first rate panel of pensions that give you and your clients ultimate flexibility. And because we also offer ISAs, Bonds and Investment Funds, you can easily build a multi-wrapper portfolio for your clients retirement. One that puts you and them in control.

You can choose from:

The Cofunds Pension Account

As the first collectives-only pension available on the platform, the Cofunds Pension Account complements and enhances our existing panel of pensions! Excellent value, online, flexible and easy to use, the Cofunds Pension Account offers great investment choice with clear and transparent pricing.

Legal & General's Portfolio Plus SIPP

A flexible choice for advisers looking for a SIPP offering one of the broadest ranges of insured funds on the market, with immediate access to income withdrawal and self-investment.

Suffolk Life MasterSIPP

A specialist, full SIPP providing the facility to invest in collectives, property, equities and a range of other specialist investments.

Sippcentre SIPP

A cost-effective, straight-forward and flexible, with a broad range of investment options.

Legal & General's Portfolio Plus Pension

A personal pension for accumulating savings in one of the broadest ranges of insured funds with the option to self-invest, and/or take income withdrawal, without the need to transfer to another product.

Visit the pensions section of our site for more info.

Try our new product wrapper selector tool

We’ve teamed up with Technical Connection to bring you a tool to help you to decide which tax wrapper could deliver the best after-tax return based on your client’s 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 here.

Aberdeen UK Platform Awards

Voting is open for Best Fund Platform, Best Platform for Adviser Service and Best Open Architecture Wrap Platform. Feel free to lend your support to your favourite platform.

Corporate actions

View details of recent and upcoming corporate actions