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28 March 2008
·
www.alliancetrust.co.uk/adviser
- direct link to dedicated homepage
Alliance
Trust Savings today announced that it has improved its adviser centre, offering
professional advisers a direct link to a fully interactive site incorporating pension
planning tools, product factsheets and personalised access to its technical
pensions team’s expertise.
Advisers
looking for technical solutions to pension planning can now draw on the
specialist knowledge of Alliance Trust's panel of Pensions Technical Specialists
at the click of a mouse. Advisers can submit questions and will receive a
direct response from one of the pensions experts. The most commonly asked
questions received on the site will be posted online for other members to view,
creating a library of FAQs that advisers can refer to. In order for every
adviser to make full use of the posted FAQs, they will be made generic and will
not contain any personal information.
The
new site also enables advisers to create Full SIPP illustrations for new and
existing clients, for both contributions and transfers, with the Pension
Illustration Service tool. This allows advisers to save and print illustrations
as well as to retrieve and edit previously created illustrations.
Advisers
looking to suggest new products to their clients will be able to access
detailed information and literature on all of Alliance Trust's products.
Through the site, advisers will be able to apply for any of the Select Products
offered by Alliance Trust, if given the authority, on behalf of their clients.
From the site, they will also be able to link to Alliance Trust’s online share
dealing platform.
Members
will also have the chance to view and download the video presentations of
Alliance Trust's recent adviser roadshows, which looked at the global economy,
technical pension planning and how to take full advantage of tax benefits ahead
of the changes in tax regulations for the coming year.
Those
who register will also receive e-newsletters with full technical updates for
advisers including the latest news and how it might affect their clients'
pension arrangements.
Kelly
O’Donnell, Managing Director of Distribution at
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Contacts
Tel +44 (0)1382 306064 Tel +44 (0)20 7294
3605 / 3674 Mobile 07745 783212 Email alliancetrust@lansons.com Email jane.holligan@alliancetrust.co.uk |
Notes to
editors