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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 […]

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Lib Dems: Scrapping pot follows member was ‘incompetent’

The Liberal Democrats have branded the government’s decision to delay a pot follows member pension system “incompetent”. The Liberal Democrat spokesman for work and pensions Stephen Lloyd MP says the move by pensions minister Guy Opperman shows how “rudderless” the current government is on pensions policy. Last October Opperman suggested the pot follows member initiative […]

Ros Altmann
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Ros Altmann: Time to shake up wake-up packs

The industry is sending out the wrong message on pensions Pension saving has responded well to behavioural nudges from auto-enrolment. Now we should build on this success. Millions more people are putting money aside for their retirement, which could offer exciting opportunities for advisers and pension providers. But capitalising on this situation requires new thinking. […]

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Advisers warned not to fall foul of HMRC tax avoidance ‘enabler’ rules

HM Revenue & Customs has outlined when advisers will be considered “enablers” of tax avoidance, following government plans announced two years ago to fine those promoting avoidance schemes. In 2016, a consultation from HMRC set out plans to clamp down on advisers in its list of “tax avoidance enablers”. HMRC included advisers within its proposed definition of […]

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