Scottish Equitable has launched a new range of marketing material to help advisers encourage people into saving more.
It says the publication of the white paper just over a week ago, and in particular plans to raise the state retirement age, is providing the perfect opportunity for advisers to bring up the subject of pension saving.
To help with this, Scottish Equitable says it has designed a series of leaflets which go “back to basics” explaining:
- The increase in longevity
- The extent of the savings gap
- What the state pension will provide
- The tax advantages of pensions
- The cost of delaying saving
- An objective analysis of the pros and cons of pensions compared to buy-to let or residential property and Isas
Scottish Equitable says the exercise, its first customer-focused marketing pack, has already had a successful pilot trial with openwork advisers which showed the flexibility of the pack for advisers to be able to mix and match items for specific clients either for face-to-face advice or a targeted mailing campaign.
Douglas Jones, head of individual marketing at Scottish Equitable, says: ”With the high profile of pensions over the past few months, most people will have faced the stark reality if they don’t want to work longer they will have to save more. This client-focused pack gives advisers a range of tools and maximum flexibility to help them persuade clients to do so.”
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Nyree Stewart on 020 7968 4558 or email [email protected]IFAonline
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