Scot Equitable retirement CD updated

Scottish Equitable has updated its flexible retirement adviser support CD-Rom to incorporate recent changes to drawdown legislation that allow transfers between different providers. The move comes as Scottish Equitable believes the change in legislation will result in a flood of transfer drawdown business. The CD-Rom includes pre-populated forms and illustrations to help IFAs take clients through the fact-find stage and does not require a portal for processing over the internet. The company believes the package provides the closest an IFA can get to a complete compliance trail, with regu...