19th April 2011
Prudential: April edition of Oracle, Prudential's technical newsletter
This edition focuses on retirement planning and highlights the advice opportunities from pension reforms. Our specialists look at the following topics in more detail:
- Changes to retirement options
- Making the most of the new pension allowance
- Inheritance tax planning opportunities
- AIFA research - why now is the right time to focus on the retirement market
- Drawdown - de-risking in the new world
- Support for your business - NEW guide to help you create a profitable charging structure
PLUS CLIENT SUPPORT TOOLKIT including:
- Retirement planning questionnaire - prompts clients to think about what they want and need from their retirement income. Two lead generation letters available targeting prospective and existing customers.
- Client guide - how to beat the Budget and reduce tax bills - looks at implications of the changes to income tax bands following the 2011 Budget, encouraging customers to make a pension contribution to neutralise additional income tax. A lead generation letter available to support this guide.
- Retirement planning - A4 flyer/A1 poster - includes interesting facts about retirement, highlighting potential savings gaps. Available as a poster with space to allow you to stamp or sticker the flyer or poster with your company logo.
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