Pensions specialist Scottish Equitable has launched a ‘support package' to aid advisers and their clients prepare for A-day.
The package comes equipped with various tools to help IFAs identify and maximise a range of potential business opportunities. Scottish Equitable’s A-day support tools include an A-day website, running in a similar vein to a host of other life office sites to provide guidance on the new legislation, along with an A-day calculator. The firm will also send out a segmentation pack, available also on CD-rom as a backup to the website providing focus on client segmentation. Scottish Equitable says the tool enables IFAs to separate individuals within a client bank and use the letter templat...
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