Effective portfolio construction 1 - making intelligent investment decisions

Thu, 20 Dec 2007 14:59:18 +0000

7 January 2008 09:00
Graham Bentley explains why investors tend to make investment mistakes when relying upon intuition, and how to recognise and avoid these pitfalls in the investment decision-making process.
Audio

Effective portfolio construction 2 - attitudes to risk

Thu, 20 Dec 2007 15:06:49 +0000

11 January 2008 00:00
Graham Bentley explores client and adviser attitudes to risk and explains why investors are typically loss-averse, not risk-averse.
Audio

Effective portfolio construction 3 - risk vs return

Thu, 20 Dec 2007 15:15:40 +0000

18 January 2008 09:00
Graham Bentley explains the role of assessing risk in relation to creating robust portfolios that support the advice process.
Audio

Effective portfolio construction 4 - building exceptional portfolios

Thu, 20 Dec 2007 15:17:53 +0000

25 January 2008 09:00
Graham Bentley explains portfolio modelling and the tools that underpin it to allow you to build robust, academically sound optimised portfolios.
Audio

Platforms, treating customers fairly and the retail distribution review

Thu, 03 Jul 2008 12:26:01 +0000

7 July 2008 12:00
Peter Jordan, Skandia Head of Platform and e-business Marketing, discusses the structure of the platform market, the drivers of change and the consequences for advice and platform selection.
Audio

Taking the platform market to the next level

Mon, 08 Sep 2008 15:37:07 +0000

9 September 2008 08:00
Peter Jordan gives details of the new market-leading pricing structure behind Skandia’s investment platform.
Audio

International Opportunities

Mon, 22 Dec 2008 09:22:39 +0000

22 December 2008 09:00
Dave Matthews, Regional Development Manager hosts a presentation explaining the essentials of financial planning for expatriates and inpatriates.
Video

Pension planning post Budget 2009

Wed, 06 May 2009 10:57:14 +0000

7 May 2009 16:30
Adrian Walker takes a broad look at how Budget 2009 has impacted upon pension planning and gives details of some strategic planning considerations.
Audio

Pension planning for high earners post Budget 2009

Wed, 06 May 2009 12:28:13 +0000

7 May 2009 16:30
Adrian Walker assesses the transitional measures introduced in the 2009 Budget for individuals with income in excess of £150,000 and explains the potential planning considerations to maximise funding
Audio

Protecting pre A-Day tax-free cash rights

Wed, 15 Jul 2009 08:34:09 +0000

14 July 2009 10:31
In the first of three informer Talk presentations looking at the protection of clients' pension rights built up before 6 April 2006, Adrian Walker provides an overview of the rules governing what coul
Audio

Protecting pre A-Day rights on transfer

Wed, 15 Jul 2009 08:36:48 +0000

14 July 2009 10:30
In the second of three informer Talk presentations looking at the protection of clients' pension rights built up before 6 April 2006, Adrian Walker outlines the planning issues which allow clients to
Audio

Protecting pre A-Day benefits in today's world

Wed, 15 Jul 2009 08:38:43 +0000

14 July 2009 10:30
In the third and final informer Talk presentation looking at the protection of clients' pension rights built up before 6 April 2006, Adrian Walker looks at clients who wish to continue funding for fut
Audio