Skandia has unveiled a range of ISA support services to help advisers in the run-up to the end of the tax year.
The services are designed to help IFAs identify clients with unused ISA allowances and streamline the ISA top-up process. They include a range of online tools and printed materials to build a marketing campaign. Advisers using the Selestia Investment Solutions platform have received a list of their clients' unused 2008-2009 ISA allowance. They can build personalised covering letters using Skandia templates and download application forms plus a tax year end sales aid at: http://www.skandia.co.uk/isatye/. Furthermore, the Skandia MultiFunds platform offers online tools to help advisers id...
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