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Annuity Direct predicts growth in trustee retirement and EBC schemes


Bob Bullivant, chief executive of Annuity Direct, says opportunities for specialist advisers are increasingly arising as a result of trustees and employee benefit consultants becoming progressively more aware of their obligations. 

“We have focused considerable resources by investing in high levels of data protection within our IT systems,” says Bullivant. “It has clearly paid off, as it looks like 2011 will see at least a doubling of existing business levels in this key area.”
Annuity Direct has developed a full “service menu”, encompassing broking of rate through to advice proposition from a team of advisers and paraplanners, with agreed levels of service incorporated into all EBC and trustee business.
“Far too often we find company schemes do not exploit this growing area to their fullest advantage. There are also new and innovative products such as short term annuities that have come to the market and once again our duty is to ensure that these are properly considered,” adds Bullivant.

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