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Scottish Life is……

Scottish Life is running a marketing campaign to illustrate the opportunities for IFAs in the individual and group pension sectors.

The campaign, entitled Exploit the Marketing Opportunities Now, is intended to help IFAs maximise sales opportunities arising from group and individual pension sales, pension transfers, new solutions for existing group schemes, the deadline for carry-forward and carryback contributions and worksite marketing.

The various market opportunities are addressed in a series of marketing packs and CD-Roms including sales aids, technical information, compliance support and case studies. The worksite marketing pack includes a range of marketing material including posters, invitations, presentations and pay slip flyers designed to increase employees&#39 take-up rates.

Head of communications Alasdair Buchanan says: “As an organisation which is 100 per cent committed to IFAs, we are always looking for new ways to assist them develop their businesses. Our new marketing campaign helps keep them up to speed on all the key developments in the individual and group markets and ensures they are the best placed to give best advice and run a successful business.”


Newton – UK Opportunities Fund

Friday 18 January, 2002 Type: Oeic. Aim: Growth by investing in 40 to 50 UK companies. Minimum investment: Lump sum £1,000, monthly £50. Investment split: 100 per cent invested in 40 to 50 UK companies. Isa link: Yes.Pep transfer: Yes. Charges: Initial 4 per cent, annual 1.5 per cent. Special offer: Initial charge reduced to […]

Norwich Union says proposals must not harm IFAs

Norwich Union has guardedly welcomed the abolition of polarisation but says it will be a failure if the IFA sector suffers significant shrinkage as a result. Sales and marketing director Peter Hales says he agrees with the main thrust of the paper but is concerned the FSA&#39s commission proposals – which he believes favour multi-tied […]

Genesis Home Loans 3-year fixed

Genesis Home Loans, fixed rate mortgageFixed term: three yearsFixed rate: 6.24%Minimum loan: £40,000Maximum loan: £250,000Income multiples: 3.25 +1, 2.75 x jointArrangement fee: £325Redemption fee: 6 months interest at SVR during fixed periodConditions: no MIG, maxiumu LTV 102% first time buyersIntroducer&#39s fee: refer to packagerTel: 01832 275 044

Towry hit by exodus as two branches are closed

National IFA Towry Law faces a further exodus of senior staff as closes it Leicester and Edinburgh branches.In the last three weeks, four branch managers at the London, Bristol, Leicester and Cambridge offices have resigned. Two senior managers and two consultants in the Bracknell head office have also left.Towry&#39s discretionary fund management service has been […]


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