Royal Liver launches PTA marketing campaign

Advisers were able to submit PTA applications until midnight on 6th December 2006, and these applications must be placed on risk by midnight on 5th April or customers risk losing the tax relief on their premiums. Phase one of Royal Liver’s marketing campaign involved the provider sending emails to each adviser with a list of their pipeline customers and applications details, which it claims reduced the number of pipeline PTA applications by half, with the majority placed on risk. Further emails are planned over the next few weeks to try and get as many PTA applicants on risk as possible...