Take a look at our new factsheet to see how the LISA sizes up against pensions.
Find out more on LISA vs Pension here
We've updated our Investment Association (IA) sector growth rates to reflect the current industry averages.
Find out more about Estimated Growth Rates here
You can now export your clients' transaction history to Microsoft Excel.
Discover more here
Stay ahead of your clients' transfers with our Transfer Tracker tool.
See our Transfer Tracking How Do I for tips
View details of recent and upcoming Corporate Actions.
View the latest Corporate Actions here
In the future, you'll be able to invest in both a LISA and a pension, so it's important to understand which product is right for you.
We've therefore launched a new factsheet, which provides you with a high level summary comparison of the LISA vs pensions, so that you consider how they could fit within your clients' portfolios.
Take a look at the LISA vs Pension factsheet in our Document Centre here.
We've updated the Investment Association (IA) sector growth rates within our Illustrations Tool, to reflect the current industry averages. This means your clients can now receive the most up-to-date estimates on the potential future growth of their funds.
Keep up to date by visiting our Estimated Growth Rates webpage.
You can now export your clients' transaction history to Microsoft Excel from the 'My Client Dashboard'.
By exporting to Excel, a worksheet will be automatically created for up to 3,000 transactions, based on the filter applied, and for each platform account reference and product your client has.
We've also increased the print friendly transaction limit to 3,000. If your client has more than this, you'll need to apply a filter to reduce the amount to export or print.
Take a look at our step-by-step guide here.
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
* Telephone lines are open Monday to Friday 9am to 5pm. Calls may be recorded for training and quality purposes. Call charges will vary.