Marketing campaign content and materials
Specialist financial services marketing experts TOMD have created a campaign for advisory firms to use over the coming months to explain the Inheritance tax changes on pensions. The campaign includes guides, a video, web articles, email content and social media posts. Using TOMD’s content sharing platform, Content Streams, the materials are available on a web page, branded with the firm’s logo and colours, plus contact details. The materials can also be personalised in an individual adviser’s name.
You can see an example of the campaign page by clicking here.
Order your ‘Inheritance Tax changes on pensions’ campaign and content today!
Preparing your clients for change
Significant changes to the Inheritance Tax (IHT) treatment of unused pension funds are due to come into effect from April 2027. With many clients potentially affected, now is the ideal time to start meaningful conversations about the impact on their estate planning arrangements.
To help you engage with your clients, specialist financial services marketing experts TOMD have developed a comprehensive, compliance-checked client campaign focused on the upcoming changes and the planning opportunities they create.
Multi-format campaign page
The campaign includes a dedicated client-facing campaign page featuring articles, video, infographics and practical guides, all written in clear, accessible language designed to encourage engagement and prompt action.
Campaign package – £475 plus VAT
The campaign page includes:
- Educational articles explaining the proposed changes
- Client-friendly video
- Infographics highlighting key facts and considerations
- Three / four guides covering the implications and planning opportunities (Changes to Inheritance Tax on Pensions, Introduction to Inheritance Tax, Introduction to Pensions, Introduction to Intergenerational Financial Planning)
Through our content sharing platform – Content Streams – we can provide all this content in branded web pages, making it easy to share with your clients.
Click here to see an example.
You can also order individual elements:
Individual content items
- Video – £150 plus VAT
- Infographic PDFs – £75 plus VAT each
- Guide PDFs – £100 plus VAT each
To order the campaign, click here. To find out more about Content Streams and how it is helping advisory firms communicate with segmented groups of clients and contacts to increase engagement, see below.
The campaign content has been compliance-checked but it is your responsibility to satisfy yourself that the content meets your compliance requirements.
Content Streams
A complete client communication and marketing technology platform
While many advisory firms consider marketing solutions such as websites, branding, content or video in isolation, Content Streams provides a joined-up approach that makes all the elements work together. Content Streams combines technology, content and delivery capability to underpin a firm’s entire marketing strategy. Supported by TOMD’s ability to deliver this as a fully managed service where required, or to build bespoke solutions around a firm’s specific needs.
To arrange a call, or if you want to see a demonstration, click here.
Six key benefits of Content Streams
1
Complete marketing platform for advisers
Content Streams is a complete marketing technology platform designed for financial advisory firms to deliver consistent, effective client communication
2
Unified content and distribution
It brings together campaigns, content and distribution in one place, supporting websites, email, social media and video
3
Personalised adviser-led communication
Firms can deliver highly personalised, adviser-led communication to segmented audiences while maintaining full control over brand, messaging and compliance
4
Scalable communication for networks and firms
It also supports networks, consolidators and third parties in delivering scalable, controlled and compliant communication across multiple firms
5
Seamless integration with existing systems
Content Streams can integrate with existing systems, including importing back office data, and can sit behind both templated and bespoke TOMD-built websites
6
Flexible delivery and managed services
It is flexible to use as a full solution or alongside existing tools, with an optional managed service where TOMD plans, delivers and optimises communications on the firm’s behalf