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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.”

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