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// 22-03-2010

Scottish Life revamps workplace marketing material

Scottish Life, the pensions specialist arm of the Royal London Group, has launched an improved range of employee-focused marketing material for its Retirement Solutions range of corporate pensions. The new material is designed to help advisers and employers promote pension schemes effectively within the workplace. The new workplace marketing toolkit includes a range of material from posters to leaflets, to pension scheme websites. For larger employers, Scottish Life can tailor the content and branding of the material to suit the needs of the company.
// 19-02-2010

Scottish Life makes changes to UK Equity Core Plus Fund

Scottish Life, the pensions specialist arm of the Royal London Group, has announced that from 7 May 2010 the underlying investment within the Scottish Life UK Equity Core Plus Pension Fund will change from JP Morgan Premier Equity Growth to Cazenove UK Growth & Income. This change reflects Scottish Life’s commitment to strong and effective investment governance.
// 11-02-2010

Prestige investment award for Scottish Life

Scottish Life, the pensions specialist arm of the Royal London Group, has won the highly respected "Ultimate Default Fund" award at the annual Corporate Adviser Awards. The Corporate Adviser Awards, which were held in London yesterday evening (10 February), recognize excellence in a number of corporate pensions categories for both advisers and providers.
// 10-02-2010

Scottish Life highlights significant increase in use of Governed Range

Scottish Life, the pensions specialist arm of the Royal London Group, has highlighted a significant increase in the use of its core investment proposition, the Governed Range. The Governed Range has been a great success with advisers and clients since the launch of the enhanced Range in January 2009. 55% of all new individual Scottish Life policies taken out during 2009 invested in the Governed Range compared with 28% in 2008.
// 05-02-2010

Scottish Life announces 2010 Age Change Campaign winner

Scottish Life, the pensions specialist arm of the Royal London Group, has announced the winner of its 2010 Age Change Campaign prize draw. In September 2009, Scottish Life produced an "instant expert" support pack, including case studies, a planning tool and client-facing material, to help IFAs plan their own campaign to their clients, and to maximise the business opportunities generated by the impending change to the minimum retirement age.
// 29-01-2010

Jim Smith appointed as director of Origo

Jim Smith, Group Distribution Director at Royal London, has been appointed as a non-executive director of Origo Services Limited. Commenting on the appointment, Paul Pettitt, Managing Director of Origo, said: "I'm delighted that Jim Smith has agreed to join the Origo Board. He has considerable experience of the distribution side of the industry, including having worked as an adviser. "We will particularly benefit from Jim's strategic perspectives on changes in the distribution landscape and on the effective use of technology by providers and financial advisers."
// 23-01-2010

Jim Smith appointed as director of Origo

Jim Smith, Group Distribution Director at Royal London, has been appointed as a non-executive director of Origo Services Limited. Commenting on the appointment, Paul Pettitt, Managing Director of Origo, said: "I'm delighted that Jim Smith has agreed to join the Origo Board. He has considerable experience of the distribution side of the industry, including having worked as an adviser. "We will particularly benefit from Jim's strategic perspectives on changes in the distribution landscape and on the effective use of technology by providers and financial advisers."
// 15-12-2009

Scottish Life adds Brewin Dolphin to DFM panel on Pension Portfolio

Scottish Life, the pensions specialist arm of the Royal London Group, has added Brewin Dolphin to their panel of discretionary fund managers (DFM), available as part of the self investment options within Pension Portfolio. Samantha Scotland, Technical & Research Manager at Scottish Life, said...
// 27-11-2009

Scottish Life adds Brewin Dolphin to DFM panel on Pension Portfolio

Scottish Life, the pensions specialist arm of the Royal London Group, has added Brewin Dolphin to their panel of discretionary fund managers (DFM), available as part of the self investment options within Pension Portfolio. Samantha Scotland, Technical & Research Manager at Scottish Life, said: "It's important that we offer access to a diverse and competitive range of investment options for IFAs and their clients. So we regularly review our investment offering and as a part of this a number of IFAs made a particular request to add Brewin Dolphin to our DFM panel.
// 24-11-2009

Scottish Life Scoops Two Service Awards

Scottish Life, the pensions specialist arm of the Royal London Group, has received two prestigious awards at the annual Financial Adviser Service Awards ceremony. The awards for "5 Star Service" and "Most Improved Life and Pensions Company" were presented at a dinner held at the National History Museum in London last night.
// 09-11-2009

Scottish Life enhances investment proposition with ten new funds

Scottish Life, the pensions specialist arm of the Royal London Group, has introduced ten new funds to its core fund range. The funds have been introduced in response to feedback from IFAs (Independent Financial Advisers) and market analysis. The new funds give access to five new investment sectors (Commodities, US Mid Cap, Total Return, Global Property and Global Bonds) and increase the choice in existing sectors. Nine of the funds are actively managed, all of which are OBSR (Old Broad Street Research) rated – two are A-rated; three AA-rated; and four AAA-rated.
// 02-11-2009

Scottish Life launches comprehensive 2010 Age Change support for IFAs

Scottish Life, the pensions specialist arm of the Royal London Group, has produced an "instant expert" support pack, including case studies, a planning tool and client-facing material, to help IFAs maximise the business opportunities generated by the impending change to the minimum retirement age. From 6 April 2010, the minimum age at which pension benefits can be taken will jump from 50 to 55. (Retirement at earlier ages will still be possible on the grounds of ill-health and for certain 'special' occupations.)
// 16-10-2009

Scottish Life launches real-time new business tracker service for IFAs

Scottish Life, the pensions specialist arm of the Royal London Group, has introduced a new service to allow IFAs to monitor the progress of new business cases. IFAs will now be able to access all the key information about their new individual pensions business in one place. This will provide real-time case management for individual policies and aims to reduce the amount of time advisers need to spend on administration, by reducing the need to contact Scottish Life for information.
// 13-10-2009

Scottish Life launches comprehensive 2010 Age Change support for IFAs

Scottish Life, the pensions specialist arm of the Royal London Group, has produced an "instant expert" support pack, including case studies, a planning tool and client-facing material, to help IFAs maximise the business opportunities generated by the impending change to the minimum retirement age. From 6 April 2010, the minimum age at which pension benefits can be taken will jump from 50 to 55. (Retirement at earlier ages will still be possible on the grounds of ill-health and for certain 'special' occupations.)
// 07-09-2009

Edinburgh athlete to represent Team GB at Triathlon World Championships

Corina Lunn, a Scottish Life employee, will be representing the Great Britain Age Group team at the Triathlon World Championships, which will be held on the Gold Coast in Australia this month.
// 20-07-2009

Scottish Life reports continued high use of Adviser Charging

Scottish Life, the pensions specialist arm of the Royal London Group, has reported continued high demand for its own style of "Adviser Charging" remuneration for IFAs. Over 90% of new regular premium individual business written by Scottish Life in the past year has been on an Adviser Charging basis. Keith MacPherson, Head of Marketing Development, said: "Adviser Charging is one of the cornerstones of the Retail Distribution Review (RDR). However it appears to cause a lot of confusion, with some people saying that customers generally aren't prepared to a pay a fee, so it won't be successful.
// 17-07-2009

We're Scottish Life, and we're pensions specialists

Please tell us who you are...
// 25-06-2009

Scottish Life reports continued high use of Adviser Charging

Scottish Life, the pensions specialist arm of the Royal London Group, has reported continued high demand for its own style of "Adviser Charging" remuneration for IFAs. Over 90% of new regular premium individual business written by Scottish Life in the past year has been on an Adviser Charging basis. Keith MacPherson, Head of Marketing Development, said: "Adviser Charging is one of the cornerstones of the Retail Distribution Review (RDR). However it appears to cause a lot of confusion, with some people saying that customers generally aren't prepared to a pay a fee, so it won't be successful.
// 15-06-2009

Pension Switching Leaflet will help IFAs demonstrate suitability

Scottish Life, the pensions specialist arm of the Royal London Group, has introduced a "pension switching suitability" leaflet to assist IFAs when it comes to recommending pension switches to clients. Following the thematic review of pension switching last year, the FSA's report highlighted various issues which could give rise to unsuitable advice. The report included a number of questions which IFAs need to be able to answer in order to ensure that a pension switch does not lead to unsuitable outcomes for the customer.
// 26-12-2008

Scottish Life launches new support package for IFAs

Scottish Life, the pensions specialist arm of the Royal London Group, has introduced new Income Release annual review documents to help IFAs better advise their clients and fulfil their Treating Customers Fairly (TCF) obligations.
// 17-12-2008

Scottish Life warns of ¡®hidden dangers¡¯ surrounding active member discounts

Scottish Life, the pensions specialist arm of the Royal London Group, has highlighted the potential dangers of 'active member discount' (AMD) charging structures in a document for IFAs.
// 25-11-2008

Scottish Life launches flexible Income Release plan

New Income Release plan gives clients the freedom to access their pension fund without having to wait until 'retirement'
// 24-11-2008

Scottish Life warns of ‘hidden dangers’ surrounding active member discounts

Scottish Life, the pensions specialist arm of the Royal London Group, has highlighted the potential dangers of 'active member discount' (AMD) charging structures in a document for IFAs.
// 21-11-2008

Scottish Life warns of ¡®hidden dangers¡¯ surrounding active member discounts

Scottish Life, the pensions specialist arm of the Royal London Group, has highlighted the potential dangers of 'active member discount' (AMD) charging structures in a document for IFAs.
// 28-10-2008

Scottish Life warns of ‘hidden dangers’ surrounding active member discounts

Scottish Life, the pensions specialist arm of the Royal London Group, has highlighted the potential dangers of 'active member discount' (AMD) charging structures in a document for IFAs.
// 23-09-2008

Scottish Life launches ¡°salary sacrifice¡± support pack for employers and adviser

Scottish Life, the pensions specialist arm of the Royal London Group, has relaunched a range of support material for employers and advisers to help them set up and run successful salary sacrifice schemes.
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