One leading IFA firm in Scotland explains how going on platform is transforming their pension offering
Johnston Carmichael Financial Services Ltd, one of Scotland's leading IFA companies, has used platform technology for clients using collectives for more than 10 years now. In early 2008, the company decided it wanted to explore how it could use the same functionality for its pension business. "We've been on the Cofunds platform pretty much since it started" explains director Craig Hendry. "Over that time, we've really benefited from features such as online valuations, online switching and the range of fund choice you get. In addition the management information that is available has been u...
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