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:
Martyn Nethercott, marketing manager pre-retirement planning at Clerical Medical says: “Financial advisers are telling us they know what the A-Day changes are. What they need is some guidance on how to deal with their clients.”
“The Pre A-Day business guide breaks down each stage of reviewing a client base into a manageable action plan. Updates will be issued as changes arise in legislation and new ideas are developed, making the guide a useful and practical reference tool, he said.”IFAonline
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