A series of with-profits roadshows designed to help answer adviser queries posed by the FSA's with-profits sector briefing issued in July last year has kicked off across the UK.
The two-hour presentations, organised and hosted by AEGON Scottish Equitable and O&M Systems, take delegates through key with-profits issues, starting with a summary FSA briefing document. In addition, there are practical sessions of reviewing with-profits pensions and bonds, before finishing with O&Ms With-Profits Action Plan. There are 38 events in total at venues including Edinburgh, Glasgow, Liverpool, Oxford, London and Manchester up until 21 February. Graham Miller, director at O&M Systems, says: “The FSA briefing on with-profits posed some key questions to senior managers of IFA f...
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