Standard Life is issuing a pack in the New Year for advisers with clients who fall outside the PTA criteria outlined by HMRC on 19 December.
The pack contains a declaration, quote and Key Features Document for each application. For cases which need to get on risk sooner than that, the provider has also put the documentation online at www.adviserzone.com/news/litr_declaration.php 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 Jonathan Boyd on 020 7484 9769 or email [email protected]. IFAonline
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