Scottish Widows has revamped its directors pension offering to include revised and simplified litera...
Scottish Widows has revamped its directors pension offering to include revised and simplified literature to ease business processing.
The changes also include the launch of a simplified charge Executive Pension Plan giving customers a choice of how policies are set up, whether under exchange of letter or declaration of trust. The pensions have access to more than 75 funds, as well as a pensions calculator, which can be used for salary sacrifice and salary versus dividend analysis.
Scottish Widows has also produced a business pack for financial advisers to assist sales of executive pension policies. The pack will draw out the issues from the Pensions Green Paper that are likely to affect the directors market.
It contains a floppy disk with approach letters for clients and professional contacts, eight sales aids and an IFA guide detailing ways advisers can work with Scottish Widows.
To obtain a pack, visit www.scottishwidows.co.uk/ifa
Despite improved risk appetite
FOS award limit increase
Relates to 136 million transaction reports
Ceremony will take place 13 November