Scottish Life has launched an A-Day "survival pack" for intermediaries designed to help them understand and work within the new pension legislation.
The guide includes information and support tools covering defined benefit schemes, occupational money purchase schemes, personal pensions and group stakeholder pensions. It also includes client review forms, checklists of key issues, a guide to the new rules, case studies and sales and marketing aids. Andy Taylor, individual pensions marketing manager at Scottish Life, says: “The survival pack was developed following feedback received on our existing A-Day literature. It was clear that advisers found most value in the practical help given, such as the scheme review documents and out Top ...
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