Skandia has unveiled a range of ISA support services to help advisers in the run-up to the end of the tax year.
The services are designed to help IFAs identify clients with unused ISA allowances and streamline the ISA top-up process. They include a range of online tools and printed materials to build a marketing campaign.
Advisers using the Selestia Investment Solutions platform have received a list of their clients' unused 2008-2009 ISA allowance. They can build personalised covering letters using Skandia templates and download application forms plus a tax year end sales aid at: http://www.skandia.co.uk/isatye/.
Furthermore, the Skandia MultiFunds platform offers online tools to help advisers identify clients with an unused ISA allowance. IFAs can log on at: www.skandia.co.uk/fasite/index.asp.
Skandia is also partnering with IFA firms such as Sesame, Simply Biz, Tenet and Alexander Forbes to support their own in-house campaigns. It has created a microsite for each of these firms where advisers can order or download the marketing materials required to run their own ISA campaign.
"The run up to the tax year end in April is traditionally a busy time for financial advisers as their clients look to take advantage of their remaining ISA allowances for the year," says Jeremy Mugridge, platform marketing manager at Skandia.
"The materials and online tools available provide a valuable resource for advisers by simplifying the processes and saving time. For clients, the campaign serves as a timely reminder to make the most of any unused allowance," he says.
Advisers can get more information by contacting their usual Skandia Consultant or regional office. Contact details can be found at: www.skandia.co.uk/contact/contact_region.asp.IFAonline
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