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Talkback

Should life offices contact IFA pension clients to inform them of the need to review contracting-out arrangements following the Government&#39s cut in Serps&#39 rebates?

“Yes. The Government has totally moved the goalposts.”

Howard Cook,Talbot Insurance Services

“Yes. I think it is important that life offices draw the shortfall to the attention of IFA clients.”

Michael Prince,Prince & King Financial Services

“Yes. At the end of the day, if it brings it to the attention of the client,then it is helpful.”

Bernard Hunte,Robinson & Allfree

“Yes. It needs to be bought to clients&#39 attention but it is difficult for an IFA to do that sort of mass mailing.”

Ian Smith,Thomas & Young Financial Services.

“Yes, it helps avoid future vulnerability of the adviser as well.”

Philip Milton,Philip J Milton & Company.

“Yes. Provided they inform

IFAs of every one of their clients they contact. If they are not prepared to do that, then they should not be contacting them.”

Mike Stannard,White Horse Financial & Insurance Services.

“Yes. Life offices should do it because only they know what their growth projections are.”

Graham Hodgson, Needham Market Home Financial Consultants

“Yes. I don&#39t see why not. It is better for clients to have too much information than us risking missing a client”

Wendy Forster,Wendy L Forster IFA

“Yes. They probably have access to more information than we do. It is a bit of a grey area in terms of IFA advice.”

Sidney Duncan,Duncan Independent Financial Services

yes 100%

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