You are here: AdviserArchive: July 2010

Archive: July 2010

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 26 July 2010

Cofunds is on course

We supported a supplement in last week’s Financial Adviser that focussed on the future of platforms.  Our Sales & Marketing Director, Alastair Conway, was interviewed on a wide range of topics from our strategy to our views on RDR and the FCA platform paper. View Alastair Conways interview.

Try our new product wrapper selector tool

We’ve teamed up with Technical Connection to bring you a tool to help you to decide which tax wrapper could deliver the best after-tax return based on your client’s individual circumstances.

The tool provides indicative results that assume charge neutrality and focus on the tax differences of UK and offshore bonds, offshore (reporting) funds and UK collectives.  Of course, there are many issues other than tax to consider in making the most appropriate choice of tax wrapper.  Reminders of these non-tax factors can be found in the notes embedded into the tool. Try out the new tool.

New age 75 consultation analysis in our technical hub

The Government has issued radical proposals on the provision of retirement benefits at age 75, which are intended to be implemented from 6 April 2011. These offer greater flexibility and introduce major changes to the tax treatment of lump sum death benefits. Read Technical Connections analysis.

Have you explored the Cofunds Pension Account?

A collectives-only pension with an online illustration and application process and the option to upgrade to the Suffolk Life MasterSIPP should your clients require additional investment vehicles at a later stage. Watch a short video on the Cofunds Pension Account or apply here.

Global investing: Want to know more?

Visit our autumn PLATFORM website where you’ll find articles from our acting CEO Charlie Eppinger, six fund groups, Brian Tora and OBSR’s Richard Romer-Lee as they tackle the meaty topic ‘Can global investing can help you stand out from the crowd’. Those near Hemel Hempstead can also register for this quarter’s conference.

Fund managers talk GEM

Our recent GEM roundtable included input from First State’s Jonathan Asante, Chris Palmer from Gartmore, Barings’ James Syme and Ruli Viljoen, Head of Investment Research at OBSR as they discussed the latest GEM trends. Discover the opportunities for your clients by watching the discussion on our research centre.

Get the latest from Cofunds

Follow us on twitter for sneaky peeks at what we’re up to from articles to videos to service developments and events. You can also use the direct message (DM) facility to give us feedback and tell us your opinions on what we’re doing. Follow us on Twitter here.

Aberdeen UK Platform Awards

Voting is open for Best Fund Platform, Best Platform for Adviser Service and Best Open Architecture Wrap Platform. Feel free to lend your support to your favourite platform.

Corporate actions

View details of recent and upcoming corporate actions