Zurich Financial Services has launched a website aiming to help advisers ensure their clients use their full annual ISA allowance.
The allowance is currently £10,680 per year but will increase to £11,280 from April 2012. The site, ISAsimplesteps.co.uk, contains leaflets and posters, downloadable letters which can be personalised for the client, a link to Zurich's quote and apply system and a portfolio planner. There is also literature available for the clients explaining the benefits of ISAs. Mark Peters, head of retail propositions at Zurch, said: "We realise advisers are busy enough at the moment planning for RDR and we therefore want to make it as easy as possible for them to make the most of their ISA allo...
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