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We’ve brought together a dedicated area where you can focus on your clients' needs and specific lifetime events.
We know that time is money and running your business as efficiently as possible is important to you.
We work within the industry to make your life easier, quicker and faster to do business.
Take a look at our latest promotions, which have been developed to help you present current opportunities to your clients. When they listen, your business grows.
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As at 13 December 2013, Cofunds had assets under administration in excess of £64.1 billion.
At 1 May 2012, Suffolk Life administered over 16,000 self-invested plans and had gross assets under administration in excess of £4.5 billion. They had also acquired over 2,400 properties on behalf of 3,800 SIPP investors.
Head of specialist protection, Clare Harrop, talks about our research into business protection.
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Did you know that it is five times cheaper to retain existing clients than seek out new clients?
Treating Customers Fairly (TCF)
We are committed to fulfilling our TCF requirements and help you to help your customers.
A valuable client group with opportunities for portfolio planning, tax and estate planning or help with pension arrangements.
Your clients may be young and single, but they could still need investment advice, especially as they may have higher disposable income.
This is always an emotionally and financially difficult time and it’s important to review pensions and savings arrangements.
Having spent so many years working hard, your clients may now be looking to build their assets and thinking of their future retirement.
A big consideration for this lifestage is that an income will need to be provided to help maintain your clients’ normal standard of living.
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