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Friends Prov launches updated tax planning tool

Friends Provident is launching an updated version of its Tax and Pension Planning Service financial planning tool.

The new version includes updated carry forward/carry back data, a shortfall calculator for people with personal pensions and an extended help file.

Friends Provident technical services manager Frank Dalley says: “This is a great tool for IFAs to help their clients make the most of their pension tax relief opportunities.”

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JPMorgan Fleming Asset Management – Investment Trust Personal Pension Account

Wednesday, 13 June 2001.Type: Individual personal pension.Minimum premium: Lump sum £1,000, monthly £100.Minimum-maximum ages: From birth-74.Fund links: Cash fund, Fleming managed growth, Fleming claverhouse and Fleming overseas.Charges: None.Allocation rates: 100 per cent.Minimum term: One month.Options: Income drawdown.Commission: Initial up to 3 per cent, fund based 0.5 per cent.Tel: 0800 413176.

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