Cofunds has launched a set of tools designed to support advisers through the key stages of financial planning, including identifying attitudes to risk and defining goals.
The package enables advisers to undertake a thorough review of a client's investment and retirement assets. It can also include state and second state pensions held off the platform. Powered by Distribution Technology, the Lite investment and retirement tools also allow advisers to make recommendations quickly and easily. They could also prove especially useful for new business opportunities where a full planning session may not be appropriate, says Cofunds. Also included in the range of tools is a re-balancing calculator, with Cofunds planning to launch a full re-balancing tool later...
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