Clerical Medical has printed a guide for financial advisers in the run up to A-Day, with further pre-A-Day tools "in the pipeline".
The guide offers practical help and support up to and beyond the changes A-Day, 6 April 2006, presents, as financial advisers look to review their client bases to determine which customers could benefit from taking action on their pension arrangements leading up to that time. The guide identifies planning issues with business potential for financial advisers and their clients including: A timeline to April 2006. Information on the client review process. Information on support structure offered by CM on Pre A-Day opportunities and issues Case studies citing examples of business ...
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