Taxbriefs Commentary Library

How advisers can demonstrate value to their clients

Danby Bloch, 20 May 2013


With the introduction of adviser charging, it has become even more essential for advisers show how they can deliver demonstrable value to their clients. Providing client briefings and updates about developments in pension and retirement planning is a low cost, high impact way to achieve this.

Pensions planning is one of the best subjects for effective client communications. Retirement planning is an area of very real client need. Pensions are still complicated and developments are frequent and fast moving – and clients generally acknowledge this. What’s more, purely in terms of adviser charging pensions planning is often the easiest to sell because most adviser charges are effectively tax deductible.

Your firm’s own personalised update on pension developments can have a powerful impact on attracting and retaining clients. The briefing provides a shop-window for your expertise, as well as valuable information for your clients.

The latest Taxbriefs Pensions Update looks at key pension areas that are undergoing reform or other changes, including:

  • Key changes to state pensions, including increases to state pension ages and the new single-tier pension.
  • Tax relief and the forthcoming changes to annual and lifetime allowances.
  • The increasing range of options for clients to maximise their pension income when drawing benefits.
  • The impact of the introduction of auto-enrolment on employers and employees.
  • Alternative ways to build up retirement funds tax-efficiently.

The new version of this proven sales and marketing tool includes the developments in the 2013 Budget and Finance Bill and an explanation of the key changes to state pensions from the Pensions Bill 2013.

If you want send a Pensions Planning update to your clients call us today on 020 7970 4142.


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Danby Bloch

Editorial Director, Taxbriefs

Danby Bloch is the editorial director of Taxbriefs, chairman of city-based IFAs, Helm Godfrey and director of Nucleus, an independent wrap provider.

Over a period of more than 40 years, Danby has established himself as one of the industry's leading thinkers and  is a respected author, lecturer and trainer on tax and financial planning.




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