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Adviser news archive
Recent articles, product news and technical pensions updates for financial advisers.
We are now using Origo Options
We are now using Origo Options to streamline the process for Open Market Options (OMOs) transfers. This will be extended to pension transfers in September 2010.
Post-election pensions
What does the future hold?
Pension switching – part deux
Are your thematic review processes compliant? Find out areas of concern the FSA highlighted in their recent assessments of adviser firms.
RDR – ApEx standards
Get clarity on the RDR qualifications and assessments.
Pensions and inheritance tax
Inheritance tax to cover pensions, claims Fryer & Others v HMRC ruling. What does this mean for your clients?
Retirement quotes – now easier than ever
On 4 May 2010 we successfully introduced a new service that lets you receive retirement quotes by email.
With Profits Funds - Mailings to policyholders
We are writing to relevant customers at the beginning of May about The Royal London with profits fund and The Scottish Life Fund - Bonus report for 2009.
With profits bonus report for 2009
We are writing to relevant customers at the beginning of May about The Royal London with profits fund and The Scottish Life Fund - Bonus report for 2009.
Pre-election manifestos and pensions
Find out what the main political parties are saying about pensions.
Changes to our JP Morgan Premier Equity Growth fund
We are replacing the underlying fund within the Scottish Life UK Equity Core Plus (JPM Premier Equity Growth) Pension Fund.
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