Perspectives

This page is for Professional Financial Advisers only

Cofunds | 13 December 2017 Powerfully Simple

Powerfully simple

Watch our promotional video as we bring the platform upgrade to life for you with screenshots of the new customer dashboard and adviser portal.

Watch the upgrade video
Aegon | 08 December 2017 Active asset allocation in a super-heated market

Active asset allocation in a super-heated market

Aegon UK’s Investment Director Nick Dixon discusses active asset allocation in a time of richly valued markets.

Active asset allocation
Fund sector | 30 November 2017 Fund Bulletin

Fund Bulletin

The Fund Bulletin delivers insight into what's happening in the world of fund managers, brought to you by Cofunds.

Fund Bulletin
Fund sector | 01 December 2017 Making the most of diversification

Making the most of diversification

With bond yields at extremely low levels, Aberdeen Asset Management weighs up the need for effective diversification strategies.

Making the most of diversification
Business support | 24 November 2017 The power of 'No'

The power of 'no'

Dr Sheri Jacobson explores how some people simply cannot say ‘no’, even when their decisions are causing them harm, and how people can remedy this problem.

The power of 'no'
Aegon | 20 November 2017 Defining value in the platform world

Defining value in the platform world

Garry Latimer considers what attributes platforms need to possess to deliver good outcomes for investors.

Defining value in the platform world
Product | 15 November 2017 Everything you wanted to know about the pensions dashboard

Everything you wanted to know about the pensions dashboard

Martin Wigginton considers what the pensions dashboard will mean for advisers and investors.

Everything you wanted to know about
the pensions dashboard
Business support | 13 November 2017 Brexit: An opportunity

All’s fair in love and offshore trusts

When it comes to divorce and offshore trusts do clients have to respond to a UK Court demand for disclosure? Barbara Gardener considers an exception to the rule.

All’s fair in love and offshore trusts
Business support | 10 November 2017 Brexit: An opportunity

Brexit: an opportunity

With Brexit currently posing more questions than answers, Liz Pemberton discusses how this could benefit advisers.

Brexit: an opportunity
Fund sector | 06 November 2017 Carmignac bond ultimatum

The bond ultimatum: responding to interest rate normalisation

With the recent Bank of England rate rise and with central banks firmly on the path towards normal interest rates, Carmignac explore the need to demonstrate flexibility and resilience.

The bond ultimatum
Business support | 06 November 2017 Its the little things

It's the little things

David Stone of Mansion House Capital, a current ARC user, shares some of the benefits you can look forward to following the platform upgrade.

It's the little things
Business support | 20 October 2017 Strength in adversity

Strength in adversity

Dr Brock Bastian explores how the social bonds between people are stronger when forged in adversity, and how this can be applied to team building in your business.

Strength in adversity
Business support | 18 October 2017 Going their own way

Going their own way

Liz Pemberton looks at smart practice in delivering a self-directed proposition.

Going their own way
Aegon | 13 October 2017 Transparency and trusts - fulfilling data obligations

Transparency and trusts - fulfilling data obligations

After recent regulation placing more emphasis on data requirements, Elaine Cruickshank considers how this impacts trusts.

Transparency and trusts
Product | 11 October 2017 Keeping clients on the straight and narrow

Keeping clients on the straight and narrow

Laura Eden on the challenge of managing insistent clients who want to make a Defined Benefit transfer against your advice.

The straight and narrow
Fund sector | 06 October 2017 IA high yield market outlook

IA high yield market outlook

Michael Scott of Schroders, talks us through the year to date performance and his thoughts for Q4 of 2017. Hear about the political and economic impacts and approaching the sector as an investor.

IA high yield market outlook
Fund sector | 04 October 2017 Adopting a long-standing approach to emerging markets

Adopting a long-standing approach to emerging markets

Carmignac state the case for emerging markets and balancing exposure against active risk management.

Emerging markets
Business support | 27 September 2017 An adviser’s duty of care

An adviser’s duty of care

As a financial adviser, do you owe a duty of care to a client who received wrong financial advice previously? In 2017, the Court made a decision on one case but there may be lessons to learn…

An adviser’s duty of care
Regulatory | 25 September 2017 Who runs the world

Who runs the world?

We’re living longer and retiring later. The women’s state pension age is in constant debate. See the numbers behind the changes and what might lie ahead.

Who runs the world?
Business support | 20 September 2017 Stop a drama becoming a crisis

Stop a drama becoming a crisis

In an environment where a crisis could strike at any moment. Andrew Scott explores the steps a business can take to protect against any such calamity.

Stop a drama becoming a crisis
Aegon | 11 September 2017 High yield bonds: more attractive than leveraged loans?

Auto-enrolment: the great pension experiment

Nearly five years on from the launch of pension auto-enrolment, Aegon’s Kate Smith assesses the impact and how to take it to the next level.

The great pension experiment
Fund sector | 06 September 2017 High yield bonds: more attractive than leveraged loans?

High yield bonds: more attractive than leveraged loans?

Schroders weigh up high yield bonds and leveraged loans in our guest feature. Discover their recent insights and market outlook.

High yield bonds
Business support | 01 September 2017 Write Stuff

The write stuff

Hana Dickinson explains why excellent copywriting is crucial for your business, and provides some tips on how to do it.

The write stuff
Fund sector | 25 August 2017 Time for a juggling act?

Adopting an active approach

As inflows into index-tracking funds continue to grow, Laura Eden considers the case that advisers can put forward to support active asset management.

Adopting an active approach
Business support | 21 August 2017 Time for a juggling act?

Time for a juggling act?

How can you deliver a great ongoing service to existing clients while still having the time to find new ones? Liz Pemberton considers some multi-tasking strategies.

Time for a juggling act?
Business support | 16 August 2017 Taking the plunge

Taking the plunge

With the number of IFAs in decline, Annie Makoff asks what can be done to reverse the trend and attract fresh blood to the profession.

Taking the plunge
Cofunds | 14 August 2017 Integration update from David Hobbs

Integration update from David Hobbs

David provides a unique insight into recent developments as Cofunds and Aegon work hard to bring you the “best of both”.

Watch David's video
Fund sector | 28 July 2017 Could Melbourne’s house price boom derail its global city status?

Could Melbourne’s house price boom derail its global city status?

Considered the world’s “most liveable” city can Melbourne warrant a position within Schroders top 10 Global Cities or will home affordability stand in its way?

Discover the verdict
Aegon | 28 July 2017 User experience key to platform differentiation

User experience key to platform differentiation

The project to combine the best of both the Cofunds and Aegon platform propositions now has a significant focus on user experience.

User experience is the key
Aegon | 28 July 2017 A digital approach to client segmentation

A digital approach to client segmentation

If you want to segment your client bank – how do you do it? By assets? Objectives? Portfolio complexity? Martin Coyle considers digital segmentation.

A digital approach to client segmentation
Business support | 28 July 2017 A question of trust

A question of trust

Harvey Jones explores the conundrum of how advisers can gain trust in uncertain times.

A question of trust
Aegon | 28 July 2017 Advisers favouring multi-asset funds

Advisers favouring multi-asset funds

Nick Dixon explains why advisers are favouring multi-asset funds in a bid to simplify fund administration.

Simplify fund admin
Fund sector | 26 July 2017 We hear from Neil Woodford

We hear from Neil Woodford

Neil Woodford talks about his reasons for being positive about the UK and small cap investing opportunities in our video, where he responds to your questions.

Hear from Neil Woodford
Business support | 24 July 2017 JP Morgan video

Getting your words to do the hard work

How easy is it for your business to get noticed? Louise Stevens discusses how aligning your message to your client base can't be ignored.

Words do the hard work
Fund sector | 21 July 2017 JP Morgan video

Investing in Europe: the behavioural approach

Jon Ingram, J.P. Morgan Asset Management, takes us through the role of behavioural finance and how it can be used to analyse the drivers of company share price.

Investing in Europe
Business support | 19 July 2017 Weighing up the hot topics

Weighing up the hot topics

View bite-sized videos, including our panel of experts debating the risks facing the UK market and the outlook for property funds, all filmed at the recent Investment Conference.

View videos
Cofunds | 17 July 2017 Stay safe online

Stay safe online

Follow our do's and don'ts to help encourage your customers to stay safe online.

Stay safe online
Fund sector | 14 July 2017 A month in politics

Global equities: avoiding the pitfalls

The Trump trade, how the value style rally has reversed in 2017 and the significance of style bias are in focus, with Ian Heslop, Head of Global Equities at Old Mutual Global Investors.

Avoiding the pitfalls
Aegon | 10 July 2017 A month in politics

A month in politics

A month after the snap general election Steven Cameron discusses some of the key issues facing the government since the passing of the Queen’s speech.

A month in politics
Fund sector | 5 July 2017 A quick reality check in Italy

A quick reality check in Italy

Paul Craig, manager of the Old Mutual Cirilium Portfolios, discusses a recent trip to northern Italy, where he gained some perspective on the macroeconomic outlook.

A quick reality check in Italy
Cofunds | 28 June 2017 Phishing, vishing & smishing

Phishing, vishing & smishing

There are many types of fraud and cyber-crime committed. So, we’ve put together some examples to help you protect your clients.

Get familiar with fraud
Product | 21 June 2017 Life support

Life support

With the launch of the Lifetime ISA, UK investors have an unprecedented choice of ways in which to invest tax-efficiently for every stage of life. Sam Christopher assesses the options.

Life support
Fund sector | 14 June 2017 Seattle's boom is about far more than Amazon

Seattle's boom is about far more than Amazon

Seattle is placed under the spotlight as Ryan Bennett, Securities Analyst, at Schroders, weighs up the global city's property potential and investment opportunities.

Seattle's boom
Business support | 9 June 2017 Investing after Brexit

The election and Brexit - investing during instability

In the wake of the general election ending in a hung parliament, Andy Coleman considers how advisers can approach both accumulation and decumulation clients in the current climate.

The election and Brexit
Fund sector | 9 June 2017 Juniper Petheram Gunn

Bonds and Brexit – Tighter sooner? Brighter later?

Alastair Gunn and Rhys Petheram, Co-managers of the Jupiter Distribution Fund Range, share insight into the global market and possible impacts to economic growth.

Bonds and Brexit
Cofunds | 9 June 2017 Juniper Petheram Gunn

Aegon and Cofunds: Your questions answered

The joining together of Aegon and Cofunds is set to create the largest advised investment platform in the UK. Mark Till and Andy Coleman explain what this will mean.

Aegon and Cofunds
Cofunds | 7 June 2017 Register for The Investment Conference

Register for The Investment Conference

Join Aegon and Cofunds on 20 June 2017 in Harrogate, for a day filled with top-class speakers. Find out about the future of the platform market and hear Neil Woodford answer your questions.

Business support | 19 May 2017 Along which track will you charge?

Along which track will you charge?

Following last April's sunset deadline, Liz Pemberton assesses how advisers on Cofunds are choosing to charge for their services.

Along which track will you charge?
Product | 19 May 2017 Going it alone

Going it alone

Over a third of retirees choosing income drawdown do so without taking advice. Martin Wigginton considers the perils and opportunities of the non-advised drawdown market.

Going it alone
Fund sector | 19 May 2017 The Tortoise and Hare approach

The Tortoise and Hare approach

Watch Georgina Hamilton and George Godber from Polar Capital sharing insight into value through a 'Tortoise and Hare approach', the role of the adviser and planning for political uncertainty.

The Tortoise and Hare approach
Business support | 19 May 2017 In for the long haul

In for the long haul

Laura Eden considers the steps that advisers are using to model a long-term retirement investment strategy in a low-rate world.

In for the long haul
Business support | 19 May 2017 Getting ready for MiFID II

Getting ready for MiFID II

Liz Pemberton considers what should be on an adviser's/distributor's to-do list in preparation for MiFID II.

Getting ready for MiFID II
Regulatory | 19 May 2017 How well do you know your customer?

How well do you know your customer?

Read our tips to find out how you can Know Your Customer (KYC) and what documents we need to verify your customer, to help prevent money laundering.

How well do you know your customer?