View more on these topics

ScotLife powers ahead to push pension plans

Scottish Life is producing a new worksite marketing toolkit for IFAs and their corporate clients to raise awareness of company pension schemes among employees.

Designed around the theme What are you doing after work?, it encourages employees to think about their life both in and out of work and when they retire.

The toolkit contains literature IFAs can use to create a tailored campaign that can run over a number of weeks leading up to the start of a company scheme.

The pack includes postcards, flyers to accompany payslips and invitations to group meetings. Posters are available to display around the workplace. A PowerPoint presentation is included which can be used to explain the benefits of the scheme.

The material is designed to be suitable for occupational schemes, personal pensions and group stakeholder sch-emes. It can also be used to increase take-up of an existing pension arrangement.

ScotLife product marketing manager Louise Gray says: “Marketing a new group pension scheme to prospective members is now a vital part of the sales process. With so many new schemes being set up in the light of the stakeholder regulations, the explanation of benefits to potential and indeed existing members has never been greater.”


Mortgage Next – Cap and Discount Mortgage

Monday, 16th October 2000.Type: Capped rate mortgage followed by a discounted rate.Capped term: Until August 1, 2002.Capped rate: 5.99 per cent.Discounted term: August 2, 2002 &#45 August 1, 2004.Discount: 1.2 per cent.Payable rate: 6.54 per cent.Minimum loan: £25,001.Maximum loan: Up to 95 per cent of valuation subject to no maximum.Income multiples: 3.5 times principal income […]

PIA will allow PI excesses to be raised

The PIA is increasing the excesses permitted on IFAs&#39 professional indemnity insurance policies.The move follows reports of PI insurers sending IFAs renewal quotes which busted the regulator&#39s previous cap.Under the new PIA rules, excesses have been hiked to either £5,000 or 3 per cent of relevant income from £1,000 or 1 per cent of relevant […]

Life offices fend off CII fellows&#39 attack

Product providers are hitting back at criticisms in a controversial report by a Chartered Insurance Institute working party that they are artificially increasing annuity rates to win market share.They claim the report is misleading and does not reflect the market.The report by a group of CII fellows, who examined retirement planning advice, was published last […]

Union backing for Halifax IFAs over axe claims

Halifax IFAs have won the support of their staff union over their claims that they have been effectively made redundant after the bank&#39s decision to close its IFA arm.The advisers claim Halifax is trying to avoid forking out for costly redundancy packages by forcing them to become tied agents.Halifax says becoming part of its tied […]

Simon Fletcher

Auto-enrolment: pay attention or pay the price

By Simon Fletcher

As a chief executive officer of a business in the financial services sector, I have been dealing with the introduction of auto-enrolment for our clients for some time, but I can also speak from an employer’s point of view, having to go through the process ourselves.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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 thought leadership.

    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