Alliance Trust eNewsletter - Alliance Trust Enews

If you are having problems viewing this newsletter, please click here to view online


		Pension Illustration Service We are pleased to announce the launch of our new Pension Illustration Service. The service is now live and available for you to use within our dedicated Adviser Centre. Advisers who are registered with our Adviser Centre will now be able to enjoy the following benefits: Produce instant Full SIPP new business illustrations (including transfer values and contributions) Produce instant Full SIPP income drawdown illustrations Retrieve and edit existing client illustrations The system associates your USER ID with the company for which you work and consequently enables you to produce appropriately customised illustrations, where applicable. The service is quick and easy to use and enables you to produce real-time illustrations in a safe and secure environment at a time convenient to you. The service covers our Full SIPP product as well as those from our branding partners. If you have not already registered with our website you can easily register today and start enjoying all of the above benefits too. For Advisers already registered with our Adviser Centre If you are already registered with our Adviser Centre, access to the illustration service will be via your secure User ID and Password, which we have already set up on the system for you. Your login details will be as follows: User ID – your registered email address in full Password – surname followed by first name e.g. smithfred We recommend that you change your password the first time you log in for security purposes. For Advisers not yet registered with our Adviser Centre Simply complete the quick registration process within our Adviser Centre. All we need from you is some basic information. We can then give you access to our dedicated Adviser Centre, which also includes a wide variety of sales aids, information about us, calculators, technical assistance and links to other key financial websites to help your business. We will also send you regular e-newsletters on 'pension hot topics' as they arise direct to your PC. We hope you enjoy your visits to our dedicated Adviser Centre and find our new Pension Illustration Service useful. Please bookmark us for future visits. If you have any questions regarding our new online service or anything else you wish to discuss, please contact our Adviser Support Team on 020 7496 1440 or email us at advisersupport@alliancetrust.co.uk. For adviser use only. Alliance Trust Savings Limited 131 Finsbury Pavement London EC2A 1NT. Tel: +44 (0)20 7496 1400 Fax: +44 (0)20 7496 1444 Email: advisersupport@alliancetrust.co.uk Web: www.alliancetrust.co.uk Telephone calls may be recorded for training and security purposes. Alliance Trust Savings Limited is registered in Scotland No. SC 98767; authorised and regulated by the Financial Services Authority and gives no financial or investment advice. Full statements on our privacy policy, related policies and statutory legal information are available on our website www.alliancetrust.co.uk 'alliancetrust' is the brand name of Alliance Trust PLC and its subsidiaries.
Privacy policy\| Statutory disclosures\| © copyright Alliance Trust 2007
Click here to unsubscribe

Alliance Trust Adviser Enewsletter - If you are having problems viewing this newsletter, please click here to view online

February 2009

	Tax Year End – Important Dates
	Select SIPP and ISA Applications and top up contributions for Select SIPPs and ISAs will be accepted as long as we receive your completed documentation and payment in our Dundee office by 5pm on 3 April. Payments can be made to existing accounts using your Personal ID and PIN online until midnight on 5 April or by telephone until 6pm on 3 April. Applications for new accounts can also be made online. Please call us on 01382 573737 for further details regarding cut off times. Full SIPP Top up contributions for existing Full SIPPs will also be accepted in our Dundee office until 3 April. Please ensure all contributions are accompanied by a completed Contributions Form. Any monies being transferred electronically must be received in the member’s Cater Allen bank account by 5pm on 3 April. For any in specie contributions we will need sufficient time to create the debt associated with the contribution and deal with the asset transfer. Any initial enquiries regarding in specie contributions must be made by 9 March and we need to have all completed documentation in our Dundee office by 13 March. Property Purchases We are imposing a deadline of 27 February for receipt of any new Property Purchase Questionnaires for purchases that need to complete by 5 April. If you have any questions regarding property purchases, please contact Nick Hodgson our Property Consultant on 020 7496 1449 or email nick.hodgson@alliancetrust.co.uk Due to the complex nature of in specie contributions and property purchases, we cannot give any guarantees that we will be able to complete these transactions by the tax year end, but we will do our utmost to ensure that this is the case.
	Useful links: Adviser Centre Homepage \| Product Literature Library \| Pensions Technical Webcasts and hot topics
	Unsubscribe \| www.alliancetrust.co.uk/advisers \| © Alliance Trust Savings 2000 - 2009

Alliance Trust Adviser Enewsletter - If you are having problems viewing this newsletter, please click here to view online

January 2009

	Alliance Trust Full SIPP
	Cater Allen have advised us that with effect from 1 February 2009 the charge for same day automatic payments by CHAPS will increase from £21.50 to £25.00. BACS transfers which normally take 3 to 4 working days to clear will remain free of charge. If you have any questions, please contact your regular Business Development contact or our Client Services team on 01382 573 600.
	Useful links: Adviser Centre Homepage \| Product Literature Library \| Pensions Technical Webcasts and hot topics
	Unsubscribe \| www.alliancetrust.co.uk/advisers \| © Alliance Trust Savings 2000 - 2009