Cofunds is running a series of courses in pension consolidation across the UK to answer a growing demand from advisers keen to bolster their expertise.
The platform is teaming up with Technical Connection to hold eight master classes in venues around the country that will cover pension transfers and suitability issues through practical cases studies. They will also provide insight into the latest regulatory issues. The initiative follows research conducted earlier in the year showing a clear need for greater understanding of pension consolidation from both advisers and consumers. A third of respondents said they had no idea what their assets are worth, with 66% saying they wanted to find a way of keeping tabs on their savings and inv...
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