Category Archives: Cockburn Mailing List

Aegon Service Level Issues – Update

As you will probably by now be aware, the purchase of the Cofunds platform by Aegon has recently completed; as such, the Cofunds name and brand is no more. If you previously held investments on the Cofunds platform, these are … Continue reading

Posted in Cockburn Mailing List, Latest News

Budget 2017 – What you need to know

On Wednesday the Chancellor of the Exchequer, Philip Hammond, announced his Autumn Budget. As ever there was lots of speculation leading up to the Budget, however there were no major changes announced which will affect the financial planning solutions we … Continue reading

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Autumn Budget Summary

The 2014 Autumn statement was made today by the Chancellor of the Exchequer, George Osborne. Below is our summary of the key points: Forecasts Chancellor announces the UK is the fastest growing major economy in the world and that UK … Continue reading

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Multi-asset managers hike cash as fears gain momentum

Multi-asset investors have been upping their cash allocations as fears of a market correction escalate and safe-haven opportunities in other asset classes dry up. After a dip earlier in the year following political turmoil in Ukraine, global markets have rebounded … Continue reading

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Cockburn Lucas winners at Symponia Care Fees Planning Awards

We are delighted to announce that we were the winners of the Best Marketing Idea at the Symponia Crystal Dolphin Awards 2014. The award recognises our marketing work in the area of Care Fees Planning, which we are particularly pleased … Continue reading

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Cockburn Lucas finalists in forthcoming Investment Innovation & Marketing Awards

We are delighted to announce that we have been nominated as a finalist for the ‘Campaign’ award at the forthcoming Investment Innovation & Marketing Awards. The awards will be held at the Royal Garden Hotel, London on Friday 04th July. … Continue reading

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Budget Round-Up

Following yesterday’s Budget, during which Chancellor of the Exchequer George Osborne announced some major changes, we have summarised the main changes as follows:  PERSONAL TAX * Personal tax allowance to be raised to £10,500 next year; £800 average savings * Higher … Continue reading

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End of the Tax Year quickly approaching

Investors – you have less than a month to get your financial house in order. April 5 is the end of the 2013/14 tax year, and signals the end to this year’s use it or lose it tax allowances. Have … Continue reading

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Russia-Ukraine viewpoint from our investment partners

With the on-going economic and political turmoil between Russia and Ukraine, we understand that you may be concerned about how this may affect the financial markets. Our investment partners at Investec have given their viewpoint on the current situation in … Continue reading

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Cazenove fund name changes

Following Schroder’s recent acquisition of Cazenove Capital Management, we can confirm that the final fund integration is now nearing completion. Effective from 24th March 2014, Cazenove’s retail funds will combine with Schroder’s administration platform, meaning the fund names will change … Continue reading

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