A new CD-Rom, which produces fully compliant illustrations on selected products in Cleric...
A new CD-Rom, which produces fully compliant illustrations on selected products in Clerical Medical's individual pensions range, is now available. The CD-Rom, which is PC based enables IFAs to provide illustrations on both Futureproof Individual Pension Plans and Individual Stakeholder Plans.
The CD-Rom removes the need to use the Internet or ring a Clerical Medical office to obtain an illustration, saving IFAs time and money. It is also possible to print application forms and key features documents directly from the CD-Rom.
IFAs can use the CD-Rom to help assess the benefits to their clients of:
Redirecting increments from an existing provider
Redirecting the full contribution from an existing provider
Transferring the whole fund from an existing provider
Martyn Nethercott, IFA Marketing Manager (Pensions) said: "The CD-Rom is supported by a pack of material, which includes information on Clerical Medical's financial strength, fund performance and individual pension product details."
To obtain a copy of the CD-Rom please contact a Clerical Medical representative or telephone 0800 77 90 90.
Consistency and compliance vs. slower reaction time
Search for replacement to begin imminently
60+ £300bn ISA savings
Has technology moved on?
Total funds on list rise from 26 to 58