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Scottish Life offers support pre-A-day

Scottish Life is producing a range of support packs offering intermediaries practical help to prepare for the effects of A-day.

The literature is designed to help intermediaries with the new audit legislation. It will look at the different types of pension schemes available group personal pensions and group stakeholder pensions, occupational money purchase schemes and defined benefit schemes.

The information, available from Scottish Lifes pensions technical website for IFAs, falls into two categories: key issues documentation and a review form.

Scottish Life head of pensions strategy Steve Bee, says: “There are thousands of pensions schemes in the UK that would benefit from a pre A-day review, providing forward thinking intermediaries with an enormous number of opportunities to develop new business. The literature we have produced has been designed with this very much in mind, providing intermediaries with the necessary information to not only approach existing clients but to go out there and win new ones.”


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Nearly half of brokers have seen profits fall since M-Day, says Alliance & Leicester in a survey which also finds that many appointed reps are considering switching to direct regulation.

Pass the portfolio

Eavesdrop on a conver-sation in early February and there is a fair chance you may hear some people casually talking about their disappointment at once again failing to keep to their resolutions.

Lincoln re-launch investment bond

Lincoln Financial Group is re-launching its investment bond with improved allocation, a new loyalty bonus and reduced charges. With its new structure, the investment bond now takes up third position on the Exchanges comparative unit-linked bond table.A one-off loyalty bonus of one per cent is now added at the end of year ten and from […]

Technology & Fear

By Ali Unwin, Chief Technology Officer & Manager of the Neptune Global Technology Fund Fear has always been a key ingredient for technological experimentation and adoption, and today is no different. But when and where are these fears justified? asks Ali Unwin, Chief Technology Officer and Manager of the Neptune Global Technology Fund  Click here […]


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