This area will allow you to download literature for all our contracts.
Use the links below to access the relevant support documents.
Could your clients benefit from saving more?
Cost of delay leaflet – highlights the effect putting off saving into a pension can have and why it’s important for clients to take control of their financial future.
Can I save more into my pension? infographic – shows clients who are currently working from home, the difference adding the savings from their work commute could make to their retirement goals.
Using pensions and cash ISAs to save for retirement – client-facing case study which looks at a client with money sitting in a cash ISA earning very little interest and the benefits of using this money to make a single contribution into their pension.
How higher rate tax relief works in practice – client-facing case study which looks at how higher rate tax relief works in practice and how claiming higher rate tax relief can benefit a client over time.