You are here: AdviserArchive: February 2012

Archive: February 2012

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 20 February 2012

Adviser Support Team closing early on 22 February

On the 22 February 2012 our Adviser Support Team will close at 3.30pm to attend an important company training session - if you need our help with any questions on this day, please call before 3.30pm or email us on and we'll get back to you as soon as possible the next day.

Tax year end - 31 working days and counting

With not too long left now until the end of the tax year, our dedicated Tax Year End webpage has all the details you need to make this time of year as fruitful as possible, including deadlines for both ISA and pension contributions, the ISA support pack and the extended opening times of our Adviser Support Team.

REMEMBER: You're able to pend a trade for the 2012/13 tax year from 1 March 2012 and switch from a unit trust to an ISA online. Take a look here to find out more on the enhancements.

Economic Forum, Merchant Taylors' Hall, London - 7 March

Hear the latest in-depth market updates along with useful hints and tips designed to help you succeed through this year to a post RDR world at our Economic Forum. Make sure you don't miss out and register your place at the conference.

All attendees on the day will be entered into a draw to win £500 worth of holiday vouchers.

OBSR quarterly update - Monday 27 February, 3.30pm

Hear the latest from the experts at OBSR as they provide an economic overview and talk you through the changes being made to their model portfolios on Cofunds this quarter. Register your place and we'll send you further details nearer the time.

Web maintenance this weekend

We've a number of essential system updates to make this weekend, meaning that different areas of our website will be unavailable at various times - including a full website outage from 11pm Saturday night until 1am Sunday morning. Take a look at the schedule below.

Affected areas Start Finish
Whole website unavailable Saturday 25 February 23.00 Sunday 26 February 1.00
Cofunds Pension Account Saturday 25 February 9.00 Saturday 25 February 17:00
Online Customer Correspondence Sunday 26 February 10.00 Sunday 26 February 18.00
Existing Customer Registrations
Existing Bond & Pension Quotes