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CD-Rom covers pension options

Scottish Mutual is targeting 150 IFAs as part of its Complete Retirement Package CD-Rom advertising campaign.

The CRP is aimed at high-net-worth clients or clients with funds of £100,000 or more to invest in their pension.

Included in the package is a personal pension with income-withdrawal facility, a personal pension with phased retirement, an occupational pension with a transfer buyout option, a with-profits annuity an a self-investment option.

The CD-Rom highlights potential opportunities for IFAs to sell the CRP plan. It also covers investment opportunities on ScotMut&#39s internal and external fund links, including its new ethical fund.

IFAs can use the CD-Rom to assess clients&#39 details and advise on the best options.

They can use the risk analysis section to help tailor an investment portfolio for the client based on their attitude to risk.

An interactive section lets IFAs perform a GN11 transfer payment calculation test and determine contribution requirements.

A communication support tool provides sales ideas to help IFAs work with the retirement options and create the best solutions for clients.

Marketing director Margaret Davis says: “We have developed this adviser support system following our own research into what IFAs need to help them conduct business in the market.”


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