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ScotLife offers IFAs transfer literature

Scottish Life is setting up a marketing initiative des-igned to help IFAs capitalise on the increased group pension transfer opportunities arising from new stakeholder regulations.

IFAs will be offered literature and a CD. The material is free to IFAs from their local Scottish Life branch or sales consultant.

The aim is to illustrate how the review and transfer of an existing group scheme can enable scheme members and employers to benefit in a variety of ways.

These include lower char-ges, a wider range of investment options and the added potential of better investment performance.

ScotLife says transfers are the perfect opportunity for IFAs to increase their group pension business and demonstrate the value of good quality advice.

It says new regulations mean thousands of employers need to review their existing employee pension arrangements. This has led to the realisation that many schemes are less competitive and less flexible than the new wave of group pensions products.


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