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Session 4 – New opportunities for advisers


Session 4 – New opportunities for advisers


Chapter 1 – “Advice opportunities”
Chapter 2 – “Defined benefit transfers”
Chapter 3 – “The role of providers and advisers”
Chapter 4 – “The future of charges”
Chapter 5 – “Will we see the return of the direct sales force?”

Our Focus on Pension Freedoms panel discussions have been produced in partnership with Scottish Widows. At the Scottish Widows adviser hub you will find a 10 minute summary video, highlighting the key points from all four sessions and also each session broken down in to chapters to allow you to watch in bite size chunks when you have 5 or 10 minutes to spare.



MAS to ditch TV ads as it slashes marketing spend by a third

The Money Advice Service will no longer run TV advertising campaigns, says chief executive Caroline Rookes as the organisation slashes its marketing budget by a third. The MAS’s 2015/16 business plan, published today, reveals its marketing spend for “money advice” services has been cut from £13.2m in 2014/15 to £8.8m. The FCA confirmed last week […]

Toby Strauss, Scottish Widows

Advisers frustrated by ScotWids’ ‘appalling’ pension input period policy

Advisers are being frustrated by Scottish Widows’ apparent reluctance to share details of schemes’ pension input periods, branding the firm’s policy “appalling”. A PIP is the period over which pension contributions are measured for annual allowance purposes. Although most post-2011 schemes have PIPs aligned with the tax year, older arrangements commonly have periods set from […]

The Day of (B)reckoning

A period of exceptional uncertainty started last Friday for the UK, including a fierce leadership battle in a deeply divided Conservative party, the timing of the trigger of the EU’s Article 50, as well as a potential referendum in Scotland, and Northern Ireland. Click here to read the full article


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