Fixed Protection Sales Aid
13/11/2011
Do you know which of your clients should be considering Fixed Protection?
They only have until 5 April 2012 to apply.
We have created a specific sales aid to help Financial Advisers understand if their clients may be affected by the reduction in the Lifetime Allowance to £1.5 million from April 2012.
The sales aid shows how a fund size today, based on your client's year of birth and with variable growth assumptions, may exceed the Lifetime Allowance at an assumed retirement age of 55.
Please view the Fixed Protection sales aid.
Please note: this sales aid is designed as a Guideline only