Standard Life has introduced a set of new initiatives aimed at supporting advisers ahead of A-Day.
The provider has added to its existing range of online tools with a new tax free lump sum calculator to help advisers establish whether a client is likely to be entitled to a tax free lump sum greater than 25% of their pension fund. Standard Life says this will help advisers take a view on whether they need to act ahead of A-Day to protect the tax free lump sum settlement on behalf of their client. The provider has also issued new information leaflets to supplement its existing A-Day pack for advisers. The leaflets include information on pensions simplification and self invested perso...
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