You are here: AdviserArchive: February 2017

Archive: February 2017

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 20 February 2017
New fees and charges webpages available now

New fees and charges webpages available now

We've launched a new fees and charges section to help ensure you receive your fees on time. Follow our simple steps and find links to useful forms.

View our fees and charges webpages

New FCA report on pension transfer suitability

New FCA report on pension transfer suitability

New FCA report into pension transfer suitability - are you meeting expectations?

Discover more

Your handy end of tax year checklist by Suffolk Life

Your handy end of tax year checklist by Suffolk Life

Suffolk Life provide a handy end of tax year checklist with some key pension related insights.

Read the article here

Have you started using our tax year end pages?

Have you started using our tax year end pages?

Our tax year end webpages are live and include resources to help you maximise your ISA season.

Start using our tax year end webpages

Corporate Actions

Corporate Actions

View details of recent and upcoming Corporate Actions.

View the latest Corporate Actions here

New FCA report on pension transfer suitability

The FCA noticed some firms have been advising on pension transfers, or switches, without considering the assets in which their client's funds will be invested. The report highlights what the FCA expectations are and how to manage these effectively.

Find out more information on the new FCA report on pension transfer suitability.

Your handy end of tax year checklist by Suffolk Life

With the run up to tax year end underway, Suffolk Life share insight with handy tips to help make it a success. Updates include:

  • Individual protection 2014 (IP2014) deadline
  • Money purchase annual allowance (MPAA) change
  • Tapered annual allowance

Read the full article on your handy end of tax year checklist by Suffolk Life.

Perspectives extra - Our interactive magazine app