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L&G helps IFAs target pensions

Legal & General is reminding IFAs to take advantage of opportunities in the single-premium individual pension market before the end of the tax year.

Its sales campaign is designed to help IFAs target the new markets for children, non-working spouses and concurrent pensions for those in occupational pension schemes earning less than £30,000 a year. It also aims to help IFAs write transfer business.

L&G is backing the campaign with a Wealth Generation sales pack featuring customer flyers, letters and sample advertisements.

The pack also contains a desktop calendar highlighting the best times to approach clients for single-premium business and a summary of L&G&#39s product terms, commission options and fund choices.

Pensions marketing director Andy Agar says: “The transfers&#39 segment of our campaign is going down well with IFAs as many are looking to review existing clients&#39 pension arrangements to see if it would benefit them to transfer to a personal or stakeholder pension to get a better deal on charges.

“Our new online system enables IFAs to make a comparison of charges quickly and easily as well as giving IFAs a built-in checklist which helps them assess the features of the existing contract when considering whether to transfer.”


Focus system to speed up Skandia bond applications

IFAs using Skandia&#39s extra-net can complete investment bond applications electronically following the implementation of a system from Focus Solutions.The Goal technology system allows product providers to offer intermediaries and consumers online applications without needing additional software. It will go live to 8,000 registered IFAs in March.Skandia is the first provider to use the technology on […]

Corporate responsibility

Corporate affairs is the preserve of regulated – some might say over-regulated – industries. No self-respecting energy, transport or telecommunications giant will feel competent to operate without a corporate affairs department – and now it seems that is becoming the norm for the financial services sector.So, what is corporate aff-airs? It is fair to say […]

Affinitas buys Army financial adviser

Affinitas, a provider of financial products to the British Armed Forces, has bought the Armed Forces Financial Advisory Services firm from global insurance broker, Willis Group. AFFAS offers advice on life insurance, group health insurance, personal insurance, a healthcare cash plan and a payguard plan for air crew. The acquisition is designed to complement the […]

Pascal joins Bam

Baring Asset Management has appointed Ian Pascal as its new marketing director.Pascal, who was made redundant by Old Mutual Asset Management at the end of last year, joined BAM this week.In his new position, he will be responsible for mutual fund promotion throughout Europe and the UK. He will report to global head of marketing […]

Tapering of annual allowance – adjusted and threshold income

The definitions of adjusted income and threshold income used to determine whether, and to what extent, someone’s annual allowance will be reduced can be confusing.  Here we try to make sense of it all. The annual allowance will be reduced for high income individuals from 6 April 2016.  Our previous article Tapering of annual allowance […]


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