IFA Support
We believe that advice and independent financial advisers should be at the heart of better consumer choice in retirement.
To support this, and in line with one of our campaign manifesto pledges, we have developed a number of tools to help IFAs adapt their existing sales and business processes so they can demonstrate that they ‘offer more options’ in retirement.
Tools for download (restricted access):
Campaign logo
You can incorporate a unique campaign logo and brand identity into your website, corporate brochure and other financial promotions to advertise your support for the campaign.
Download the logo files here »
Literature downloads
Access a range of literature designed to demonstrate the scope of opportunity in the at-retirement marketplace for Advisers who embrace an 'offer more options' approach to retirement planning.
Access and download literature here »
Marketing promotions
We have developed a series of marketing promotion templates (posters, flyers etc) that you can download and brand with your company's livery to help promote yourself as an Offer More Options adviser/firm.