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Neville James aids IFAs with Tep push

Neville James has started a marketing campaign to alert IFAs to new opportunities in the traded endowment policies market.

The campaign includes a Tep guide, top tips to selecting a traded policy and promotional material for IFAs.

Neville James says it wants to tell IFAs how they can take advantage of the PIA&#39s decision on Teps, which demands insurance companies inform consumers about the options of selling rather than surrendering their with-profits endowments policies.

The company says this is one of the most significant moves affecting the Tep industry in the last 10 years and could lead to significant industry growth.

The campaign aims to simplify what is sometimes seen as a complicated product and help IFAs identify clients interested in Teps.

The Tep guide looks at a number of issues, including the tax treatment of Teps and which clients to target.

The top tips include advising IFAs to check if the life office is a mutual as clients may benefit from windfalls, and looking at a Tep&#39s overall return.

Draft promotional material is included in the campaign for IFAs to send to clients.

A poster is being sent to independent advisers to display in their office to increase consumer awareness of selling rather than surrendering their policies.

Managing director John Heller says: “For those people looking to invest in these policies, the potential returns are excellent, particularly compared with other lowrisk, low-volatility capital growth investments.”


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