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Pensions news.
Carry forward is a new rule introduced from tax year 2011/2012 onwards that could allow your clients to contribute up to £200,000 into their pension tax efficiently before 6 April 2012 by rolling up unused allowance from previous years.
Over the past few weeks we have issued our new range of marketing 'top tips' guides. Each guide aims to support you with your marketing activity for you to take out what is useful and use as you wish.
The government actuary’s department produces tables to calculate the “basis amount” (the maximum level of pension that can be taken in capped income drawdown from a money purchase arrangement without purchasing a lifetime annuity or a scheme pension).
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What is social media?
Social media is a great way to keep up with industry trends, raise your business profile and attract new clients.
The fundamentals of marketing.
We're very pleased to bring you the last two web videos in our series on the 'Fundamentals of marketing' presented by Gill Kelley from the Chartered Institute of Marketing (CIM).
Financial Adviser Life and Pensions Award
The Financial Adviser Service Awards are coming up soon and are seen as a benchmark for provider service levels in our industry.
Marketing insights from the experts.
We're very pleased to bring you the next two web videos in our series of marketing insights from experts at the Chartered Institute of Marketing (CIM).
We know that being easy to deal with is a critical component of our success in the future. Therefore we've spent a lot of time and effort redesigning, revamping and re-energising our site for our users.
Duncan Crocker,
Managing Director of Intermediary Distribution
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Latest With Profits Bonus Declaration
Find out more about this year’s bonus declaration
Technical support for every event
When you need clear reference material, refer to our technical library for assistance.
Why choose us for pensions?
With our pensions’ proposition, you can meet your clients’ retirement needs.
Pensions
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.
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