You are here: AdviserArchive: June 2011

Archive: June 2011

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 13 June 2011

Mid-year video updates of 6 asset classes

We had leading fund managers from Artemis, Henderson, Old Mutual, LV, Investec and Pictet speak at our conference last week, each providing insight and ideas for your clients on a different asset class.

Statements will be sent at the end of June

Your clients' annual statements will be posted in batches from the end of June. The covering letter tells them to contact you with any questions they have and they will be available for you to view at the Correspondence section of our website. Unfortunately, while we generate and upload the annual statements, some parts of our website will be unavailable. This is scheduled for 10am - 4pm on Sunday 26 June and Sunday 10 July. We apologise for any inconvenience this may cause.

During this time the following areas of the website will not be available:

  • Online Customer Correspondence
  • New Customer Registrations
  • Existing Bond & Pension Quotes
  • Online switching for insured funds.

We’re sorry for any inconvenience this may cause and we do try and keep site maintenance to off peak times to minimise the impact on you. Please make sure you save anything you’re working on before that time.

If you have any queries call us today on 0345 604 4001, or contact your account manager.


Flexible drawdown illustrations now available online

There's now no need to contact our Adviser Support team to obtain flexible drawdown illustrations. Along with pre-retirement and capped drawdown, you can now generate flexible drawdown illustrations for the CPA directly from our website. Find out more about our Cofunds Pension Account here.


L&G factsheets

We're pleased to confirm that the complete range of fund factsheets for the Legal & General range of insured L&G Life & Pension funds, are now available to you at the research centre. Visit the research centre here.


Make money from retirement planning on the platform

From 10 June to 13 July we'll be running retirement seminars across the UK. The practical and informative sessions will show how your income can be increased by using platforms to build and maintain your clients' retirement plans.

We've teamed up with experts Tony Wickenden and John Woolley from Technical Connection along with the team at Sippcentre to:

  • Walk you through a practical case study on using a platform to create flexible accumulation and alternative drawdown strategies
  • Show you how to increase your revenue through retirement planning
  • Recap and update on the recent legislation changes and how these will affect your clients
  • Demonstrate how you can future proof your business with time saving technology
  • Help you to create robust, repeatable and compliant investment processes
  • Show you how our tools can help support your client service in the lead up to the RDR.

Places are limited and we've had significant interest, so if you would like to come along, register now to avoid disappointment.

You can reserve your place and see all the locations, dates and time here.


Corporate actions

View details of recent and upcoming corporate actions.
Perspectives