Clerical Medical is launching a printed guide to help financial advisers in the run up to, and through the resultant changes of A-Day.
Clerical Medical says that with A-Day taking place in April 2006, this is an ideal time for financial advisers to be reviewing their client base to identify customers that may benefit from taking action on their pension arrangements now.
Marketing manager pre-retirement planning Martyn Nethercott says: “Financial advisers are telling us they know what the A-Day changes are, what they need is some guidance on how to deal with their clients.
“The Pre A-Day business guide breaks down each stage of reviewing a client base into a manageable action plan. Updates will be issued as changes arise in legislation and new ideas are developed, making the guide a useful and practical reference tool. We have used our extensive knowledge of the A-Day changes together with the wealth of technical expertise in our sales, marketing and financial planning departments to provide what will become an
invaluable tool in the run up to April 2006.”