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ScotEq offers advisers help on drawdown

Scottish Equitable has produced a CD-Rom to help IFAs explain

income-drawdown plans to consumers.

The software highlights potential opportunities for IFAs to sell ScotEq&#39s

draw-down plan and provides inf-ormation about the draw-down market.

The CD-Rom has five sections which have been designed to help advisers

through the entire sales process.

The sections include ageneral overview of pensions and retirement options

available, illustrations to help inform the client, compliance support to

help IFAs make sure they are following all the correct steps, marketing

support providing sales ideas and sales tools as well as a glossary

explaining the technical jargon used in drawdown.

ScotEq is initially producing 10,000 CD-Roms but it is confident it will

be able to meet any demand.

The CD-Roms will betargeted primarily at 3,500IFAs who regularly

writedrawdown business with ScotEq but other advisers can get them free of

charge.

ScotEq branches are holding information sessions to help IFAs work their

way through the system.

Marketing director Ken Hogg says: “This CD-Rom support system is at the

cutting edge of technology and is the first in the mar-ket to offer a truly

interactive service which IFAs can use with clients throughout the advice

process.”

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