What we have done
CD Roms
Three editions of Retirement Options for Scottish Widows.
Moving the National Mutual highly acclaimed Income and Withdrawal Manual onto a CD Rom with full search capabilities and online updates.
CD Rom to promote the Flexible Investment Bond for Scottish Mutual then a CD Rom to promote the capabilities of the Complete Retirement Package for Scottish Mutual and
CD Rom for Scottish Widows with regard to salary exchange just about to put in motion the seventh edition.
Web Based
Evolution a complete suite of transitional software
This is Money – Adviser Search Tool
Written Work
Various books, a regular column in MoneyMarketing and various pieces in the FT
Training
IFAs, Providers, Regulators and the Financial Ombudsman Service. |
