FOR ADVISERS ONLY

Running your own tax year campaign

We’ve created this toolkit to support your client conversations and help you run your own tax year campaign.

The cost of delay

If you have clients who aren’t already saving into a pension, they could be missing out on the chance to save for their future in a way they can afford.

You can use our cost of delay leaflet to highlight the effect that putting off saving into a pension can have and why it’s important for your clients to take control of their financial future.

Saving more

With many people still working from home, you may have some clients who have more money in their pocket than usual.

You can use our infographic to show your clients the difference adding the savings from their work commute could make to their retirement goals.

The importance of inheritance planning

Use this leaflet to show your clients how using their inheritance tax (IHT) exemptions before 5 April could help reduce the potential IHT liability on their estate.

Single contributions

If your clients have spare annual allowance, they could use up this allowance by saving more into their pension with a single contribution.

You can use our template email wording to highlight the benefits
of making a single contribution and how this can give their
pension savings a boost:

Promote tax year end on social

If you have a Twitter account, you can use these ready-made tiles to promote your tax year end content. All you need to do is right click on an image and select 'Save image as' to download it.

We've also created some sample copy for you to use alongside the tiles.

If you’d like some tips on how to use one of the many social networks, we’ve also created a handy guide for advisers.