Power up your advice this tax year end with our client toolkit.
From demonstrating the impact of inflation, to highlighting the benefits of making a single contribution, our toolkit has been designed to power up your advice and support your tax year end conversations.
Each item can be personalised with your own company logo. Simply follow the instructions below and we'll aim to get the file over to you within 5-10 working days.
While we can’t guarantee that we can award ProfitShare every year, if your clients make a single contribution or a transfer into their existing Royal London plan before 6pm on Wednesday 30 March 2022, we’ll include this in the calculations for our 2022 ProfitShare award. To qualify for an award in 2022, the plan must have been in force on or before 31 December 2021.