15th April 2011

Prudential: April edition of Oracle, Prudential’s technical newsletter

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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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