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Aegon completes move of 400,000 Cofunds’ clients to new platform

Aegon has completed its technology upgrade of Cofunds’ advised customers, moving more than 400,000 clients to a new platform over the weekend. Cofunds investor portfolio service and institutional service upgraded to the new Aegon platform in December and March, respectively. Aegon chief distribution and marketing officer Mark Till says through the three upgrades more than […]

Sanlam looks to hit 1,000 advisers by 2020

Sanlam UK has revealed ambitious plans to grow to 1,000 advisers over the next two years. Speaking at the Money Marketing Interactive conference yeasterday, Sanlam UK group chief executive Jonathan Polin said the wealth manager is also planning to invest directly into stocks and bonds in an attempt to cut costs. The vertically integrated firm currently […]

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Editor’s note: The advice market is no place for whingeing

As journalists, we are often criticised for writing too many negative stories, for “doing down the profession”. The usual rebuttal to that accusation is that we have to cover the bad eggs as well as the good, but I prefer to take a different tack on most occasions, fighting any perception of how tough advisers […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]

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