You are here: AdviserArchive: November 2015

Archive: November 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 30 November 2015
New improved Cofunds Pension Account dashboard

New improved Cofunds Pension Account dashboard

You can now see a full breakdown of your client's CPA drawdown position, using the 'My client dashboard'.

View more information on the improvements

Security improvements to the Cofunds website now live

Security improvements to the Cofunds website now live

The security settings on the Cofunds website are now even stronger.

Find out more information on these web improvements

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View the latest corporate actions here

New improved Cofunds Pension Account dashboard

We've made some improvements to our 'My client dashboard' so that you can now quickly see a breakdown of your clients' drawdown position on their Cofunds Pension Account. These enhancements enable you to easily see:

  • Funds which are in drawdown
  • Funds which are not in drawdown
  • Tax-free lump sum available, and
  • Tax-free lump taken.

Log in and visit 'My client dashboard' to see these changes

Security improvements to the Cofunds website

Security improvements have been made to our website, which now means:

  • Every time you or your client login, the last login date will be displayed
  • Whenever your client updates their password, they'll receive a confirmation email back
  • All new passwords, which include expired and reset passwords, will now need to include one capital letter, one lower case letter, a minimum of one number, and be at least eight characters in length.
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