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Wynne-Jones joins Cofunds

Cofunds has appointed Assureweb director of product marketing Stephen Wynne-Jones as head of marketing operations.

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FSA break-up could see turf war

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Managing customers in drawdown

By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]

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