Scottish Widows has launched a 'digital toolkit' to support advisers with defined benefit (DB) transfer advice following a surge in transfer requests.
The toolkit, which is available to use free of charge through its site, offers advisers best practice DB advice case studies as well as templates to help them talk through the main considerations when...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till