Clerical Medical has launched an ISA transfer kit in its latest bid to help advisers manage their clients' investments more simply.
Current market conditions as well as increased regulatory focus make it more important for advisers to review clients' ISA investments, says the firm. Approximately £231bn has been invested in ISAs since 1999 and many clients have accumulated investments with various providers in that time. The ISA transfer kit provides all the support IFAs need to complete the review and transfer process, says Clerical Medical. It includes: Client approach email or letter IFAs can personalise Client-facing flyer entitled 'Is it time to review your ISA investments?' Step-by-step guide to conduc...
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