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AA unveils telephone advice plans

The AA’s has unveiled details of its plans to offer telephone-based independent financial advice.

The AA will offer a retirement planning service which aims to incorporate a detailed evaluation to gauge each customer’s income and tax planning requirements.

Business Development Manager for the AA’s IFA Julie Richards says: "We have noticed an increased demand for this type of service. The downward pressure on interest rates and equities means that people approaching or in retirement have some complex decisions to help them maximise retirement income. Annuities will be one of our key areas of focus.”

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