|
The Spring/Summer 2010 issue covers a number of pensions, investments and life issues.
Click here to download/view the promotional PDF of this issue. |
Marketplace overview
We lead off the issue with a piece that sets out that the marketplace is improving, and cover some of the opportunities out there. And we end this story by highlighting the importance of getting in touch with you (as we do with most pieces).
The page 1 copy will be updated over the course of the issue to reflect market developments.
IHT and wills
We remind people of the need to undertake IHT planning and the importance of writing a will, to ensure they minimise their tax liability and leave their estate to the ones they want to benefit.
Sipps
We remind readers that could be retired for a long time and that Sipps may offer, for some, an excellent way to manage their pension.
Life cover
With term assurance rates much lower than they were five years ago – it makes more sense than ever to ensure that cover is in place to protect their loved ones.
ISAs
With the over 50’s already benefiting from an increased ISA allowance (and others from next April) - this is a key part of any adult’s finance and tax planning.
Page 4 story options....
We will offer brokers 3 different options for the story on this page, to help make the issue more pertinent to their needs.
Alternatives to pensions
We look at alternative savings/investments routes that may help provide for an income in retirement.
Mortgage story
We cover the impact of the current low Base Rate and look at options offered by fixed, tracker or SVR rates.
Investment – emerging markets
We set out the enduring strength of equities over cash and then go on to look at where the emerging markets may occur, and why they may drive forward certain product sectors.
Throughout the issue, the whole editorial thrust is to get them to either make contact with you to find out more, or to feel that you would be the best point of contact when they do need to review their finances.
|