You are here: AdviserArchive: July 2016

Archive: July 2016

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 25 July 2016
Does the Lifetime ISA (LISA) threaten the future of pensions?

Does the Lifetime ISA (LISA) threaten the future of pensions?

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 Estimated Growth Rates

We've updated our Estimated Growth Rates

We've updated our Investment Association (IA) sector growth rates to reflect the current industry averages.

Find out more about Estimated Growth Rates here

Less paper � shorter simpler forms

Export to Excel now available on 'Transaction History'

You can now export your clients' transaction history to Microsoft Excel.

Discover more here

Corporate Actions

Keep track of your clients' transfers with our online tool

Stay ahead of your clients' transfers with our Transfer Tracker tool.

See our Transfer Tracking How Do I for tips

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions.

View the latest Corporate Actions here

Does the Lifetime ISA (LISA) threaten the future of pensions?

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 our Estimated Growth Rates

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.

Export to Excel now available on 'Transaction History'

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.

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