You are here: AdviserArchive: February 2011

Archive: February 2011

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 21 February 2011

Tax year end - 31 working days and counting

Not too long left now until the end of the tax year, but don't panic we have everything you need to make this time of year as easy as possible. The tax year end webpage has all the details you need, for example:

  • Deadlines for both ISA and pension contributions
  • The Dual ISA application form and the 2011/12 ISA application form
  • The extended opening times of our Adviser Support Team
  • National collection points for paper applications
  • An ISA support pack to help you create your own client mailings.

Changes to pension legislation

The biggest changes relate to the end of so-called compulsory annuitisation at age 75, as well as the abolition of DC contracting out and the RPI/CPI changes that will shape the way you advise your clients on pension matters. Find out more at our Technical hub.


The Cofunds Live Budget Review with Technical Connection

The rumours are true! Tony Wickenden and John Woolley will be delivering a timely technical review of the Budget, via webcast, at 11am on 24 March 2011. Register your place or find out more at our blog.


OBSR Researched Fund Panel changes

Following the quarterly review, changes have been made to the OBSR Researched Fund Panel.

Fund removals

  • Cazenove UK Absolute Target
  • Barings Emerging Markets (removed mid quarter when de-rated)
  • Thames River Global Boutiques
  • M&G Corporate Bond
  • Standard Life Investments Higher Income
  • Schroder UK Mid 250
  • Invesco Perpetual High Income
  • JO Hambro UK Equity Income

Fund additions

  • Aberdeen Emerging Markets
  • M&G Global Dividend
  • First State Global Listed Infrastructure
  • Old Mutual Corporate Bond
  • Blackrock UK Income

There were no changes made to the funds within the Model Portfolios. To find out more on the changes that have been made, take a look at the 'Reasons why' document.


You can now invest via Mastercard debit cards

You'll be pleased to hear that we've added Mastercard debit cards to the range of payment methods that are currently available.


Corporate actions

View details of recent and upcoming corporate actions
Perspectives