View more on these topics

ScotMut sends out stakeholder action packs

Scottish Mutual is issuing a comprehensive marketing pack to more than 5,000 IFAs to help them prepare for stakeholder.

The Time for Action pack promotes Scottish Mutual&#39s pre-stakeholder Universal pension contract and contains the information IFAs need to understand the Government&#39s current stakeholder proposals.

The pack advises IFAs on setting up and running stakeholder schemes and also features a worksitemarketing section for the IFA to promote products to employees in their place of work in a cost-effective way.

The pack contains two CD-Roms. The first is for IFAs to use with employers detailing stakeholder and the future of pensions.

The second is a Scottish Mutual product-specific presentation aimed at employees. It also has reason-why letters and other sales aids for the IFA. The pack is completed by a client checklist pad that identifies any need for further action.

The pack was developed in consultation with IFAs at both design and concept level to make sure it meets their needs.

Scottish Mutual public relations manager Christine McAllister says: “We produced the pack because our research with IFAs showed that there was a need to clearly set out the issues and opportunit-ies for IFAs under stakeholder pensions.”

Recommended

SEI offers five more external fund links

Scottish Equitable International is setting up five new external fund links across its range of investment products.The funds will enable new and existing investors to access funds managed by Deutsche Asset Management, Mercury, Newton and Baillie Gifford.The funds include the Deutsche managed portfolio, Mercury balanced portfolio, Newton balanced and Baillie Gifford managed.Alternatively, investors can invest […]

In sickness and in wealth

It seems IFAs are never off duty, even when they are acting as an emergency service.RJ Temple consult-ant Martin Crow recen-tly visited a client who blacked out as he opened the door. With lightning speed, Crow set up the client&#39s oxygen cylinder and looked after him until the doctor arrived.So successful were his efforts to […]

IFAs urged to welcomelife industry standards

IFAs should welcome the ABI&#39s proposals to establish standards across the life industry, says a taskforce chaired by Aifa director general Paul Smee.The Savings and Long Term Risk initiative is to provide accreditation for life office brands.IFAs had expressed concerns that the initiative would grant accreditation more easily to providers which use direct salesforces rather […]

Warland leaves Autif but keeps lid on new role

Autif director general Philip Warland is stepping down from the job he has held for 10 years at the end of the year.He remains tight-lipped about where he is heading next, saying that, for legal reasons, he cannot divulge his destination.During his tenure at the trade association, Warland has seen the investment industry boom, with […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment