View more on these topics

Nat Mutual offers pension calculator

National Mutual is aiming to save IFAs hours of admin time with a carryback/carry-forward calculator available through its sales offices and website.

It is promoting the calculator with a Use it or Lose it campaign in the run-up to the end of the system of carryback/ carry-forward in April.

The calculator will work out the amount that a client can contribute to their pension before it automatically completes all the relevant tax forms for the IFA.

Nat Mutual says this could potentially save IFAs hours of calculations.

The system then prints a report showing the unused relief available to clients along with pre-filled PP120, PP42 and PP43 Inland Revenue forms.

Head of marketing Andrew Wilkinson says: “The forthcoming loss of carryback/ carry-forward could provide IFAs with a significant sales boost during the next couple of months but there could also be massive pressure as the deadline approaches.

“We are committed to IFAs as the best avenue for financial advice in this complex area and if we can make life easier for them using our technology we will.”

Recommended

INDEPENDENT VIEW

“At least if you are dealing with a crook, he is an educated crook.” Which wise man would say this to a television audience of millions, live, on BBC1 business breakfast? A lawyer maybe? How about a judge talking on the way convicts educate themselves in prison? Worse still, a politician talking about the Chancellor? […]

Morley sets up £200m urban regeneration fund

Morley Fund Management is setting up a £200m urban regeneration fund, aiming to fund developments in UK towns and cities.The fund will be called the Igloo Regeneration Partnership. Current director of Amec Developments Chris Brown will join the fund as development manager in April.Morley head of property Ian Womack says: “This fund brings together the […]

Sarasin combines three in one with new Isa

Sarasin has brought in the three-in-one global thematic individual savings account (Isa). The Isa allows investors to access three Sarasin open-ended investment companies (Oeics), the Sarasin EquiSar fund, the Sarasin Globalsar balanced fund and the Sarasin Webs@r fund. Sarasin EquiSar invests in global blue chip companies such as BP Amoco and Vodaphone, Sarasin Globalsar balanced […]

Aifa says FSA needs &#39reality check&#39 on fees

Aifa is calling on the FSA to carry out a “reality check” on some of its plans for its new fee regime. In its response to the paper on post-N2 fee-raising, Aifa says some of the proposals are “Draconian”. It is particularly concerned about the plan to stop IFAs paying fees by instalments. It believes […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com