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Winterthur sets out checklist for A-Day advice

Winterthur Life has put together its top tips for advisers to help prepare for A-Day.

It recommends advisers to make a checklist and start reviews with clients now and spread their advice over the 12-18 month period. It also urges advisers to look at tax-free cash planning and see if clients are in a position to put maximum contributions into their pension before the new rules come into effect.

Winterthur is warning advisers to make sure they are clear about the proposed reduction to borrowing on commercial property purchase within a Sipp.

Pensions strategy manager Mike Morrison believes many clients may be unaware that the earliest age that pensions can be taken increases from 50 to 55 in 2010 and many may need to change plans and pension mortgages.

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