23rd June 2008
AEGON Scottish Equitable News
Simply investments
Market volatility, credit crunch, falling property prices - all these make clients wary of investing. That's why they've produced a brand new pack of material to help you overcome their concerns. The pack covers all kinds of scenarios and will cover a huge cross-section of your clients.
Market volatility, credit crunch, falling property prices - all these make clients wary of investing. That's why they've produced a brand new pack of material to help you overcome their concerns. The pack covers all kinds of scenarios and will cover a huge cross-section of your clients.
To support the launch of this material we’ve also produced a series of video webcasts featuring Elaine Gallaher, Investment Sales Manager.
Click on this link to order your pack and get Elaine's view on what makes investors tick http://www.aegonse.co.uk/access/Opportunities/text_opp04.shtml
Reviewing your client’s pension
There are many reasons why it’s important to review the suitability of your client’s pension. Lack of fund choice such as self investment option, high charges and lack of flexibility are just a few. Another is where the client has lots of different pension pots. This is becoming increasingly common with one in five people changing jobs five times or more by the time they are 34 years old* Combining all their pensions can make real financial sense.
There are many reasons why it’s important to review the suitability of your client’s pension. Lack of fund choice such as self investment option, high charges and lack of flexibility are just a few. Another is where the client has lots of different pension pots. This is becoming increasingly common with one in five people changing jobs five times or more by the time they are 34 years old* Combining all their pensions can make real financial sense.
Our new FPP transfers adviser guide gives you more information on the issues surrounding pension transfers and the benefits of transferring to our FPP. And our FPP transfers client guide helps answer some of the questions your client may have before they transfer to our FPP.
* Directgov national survey, September 2007
Click on this link to access our new FPP transfers guides
http://www.fpp.aegonse.co.uk/transfers.html#
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