The toolkit offers an overview of the key issues with an itemised action list to prepare for increased client activity in the run up to the vote, plus questions and answers to use on websites and in client marketing.
In a poll of Scottish advisers, Intelliflo found that just over half (54%) believe that a yes vote would have a negative effect on their business but a third (34%) believe it wouldn’t affect their business at all. Just over one in 10 (12%) believe it would be positive.
When asked how they would vote, three quarters (76%) said they would vote no, with 13% saying yes and one in 10 (10%) saying they don’t yet know.
If independence was voted through, three quarters (74%) would like to see the British pound as the currency, with almost one in five (18%) preferring a new Scottish currency and just under one in 10 (9%) choosing an alternative option, including the Euro.
Jo Gilbey, Marketing Director at Intelliflo comments:
“With media interest in the vote increasing and a strong focus on the financial implications for savers and investors should the vote be yes, it’s highly likely that advisers will see increased traffic from clients concerned about the potential impact on their financial affairs.
“Although no-one is in a position to know exactly what would happen should Scotland opt to go it alone, it’s vital that advisers are prepared to deal with clients’ fears, particularly around the time of the vote and immediately after. Our toolkit has been designed to give a snap-shot of the key issues and provide a framework for ensuring that day-to-day business is not disrupted.”
