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Watch the panel of experts discuss how the RDR will impact you and your business.
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With assets under administration in excess of £31 billion (as at 31 March 2011), Cofunds offers unrivalled power, service and convenience.
Suffolk Life has established over 16,000 self invested plans and have gross assets under administration in excess of £3.7 billion (as at 1 June 2010). They have also acquired over 1,950 properties for over 3,500 SIPP investors.
Head of specialist protection, Clare Harrop, talks about our research into business protection.
Customer relationship management
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.
Young and single, with or without children
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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We help make financial security easier to achieve for our customers.