You are here: AdviserArchive: January 2012

Archive: January 2012

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 10 January 2012

Generate sales from the end of the tax year

Now that we're into the New Year, it won't be long until tax year end creeps up on us. To help you get prepared early so you can maximise the sales opportunity from your clients, we'll be launching our dedicated Tax Year End webpage within the next week or so where you'll find useful, tips, documents and information. Keep an eye on our homepage for more info.

As well as the sales opportunities, we've also recently made some improvements to our website to enable you to trade more easily - removing the need for paper, reducing the potential for error and speeding up the whole process of getting applications processed. For example, you're now able to pend a trade for the 2012/13 tax year and switch from a unit trust to an ISA online. Take a look here to find out more on the enhancements.

Making income easier to manage

We've changed income mandates to be at product level rather than fund level, so the funds held within a product are all either set to take income or to reinvest - making your clients' portfolios much simpler and quicker to manage. Find out more on how the change affects you and your clients.


Drawdown to drawdown pension transfers for our Cofunds Pension Account

You're now able to transfer your clients' pensions, which are already in drawdown, to the Cofunds Pension Account and continue to take income for both Capped and Flexible drawdown. Find out more and tell us what you think on our blog.


Find out what's happening on Cofunds at your fingertips

We've given the news pages on our website a facelift to help ensure you have all the latest from us at your fingertips. From details of our latest enhancements, to the most recent news and opinions on our blog and Twitter feed, together with the latest videos bringing thoughts from experts right across the industry, you can find it all in the 'News' section.


Helping you excel through RDR and beyond

Our CEO Martin Davis is joined by experts Holly Mackay from The Platform and John Baxter from Veracity, in a short video explaining how we're making the journey through RDR as easy as possible.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives