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PREVIOUSLY on The Knowledge - 14 July 2009
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14 July 2009

Protecting pre A-Day tax-free cash rights

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...read more

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The Knowledge archive
Upcoming The Knowledge Events
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14 July 2009

Protecting pre A-Day rights on transfer

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 ...read more
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14 July 2009

Protecting pre A-Day benefits in today's world

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...read more
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7 May 2009

Pension planning for high earners post Budget 2009

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...read more
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7 May 2009

Pension planning post Budget 2009

Adrian Walker takes a broad look at how Budget 2009 has impacted upon pension planning and gives details of some strategic planning considerations....read more
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22 December 2008

International Opportunities

Dave Matthews, Regional Development Manager hosts a presentation explaining the essentials of financial planning for expatriates and inpatriates....read more
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9 September 2008

Taking the platform market to the next level

Peter Jordan gives details of the new market-leading pricing structure behind Skandia’s investment platform. ...read more
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7 July 2008

Platforms, treating customers fairly and the retail distribution review

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....read more
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25 January 2008

Effective portfolio construction 4 - building exceptional portfolios

Graham Bentley explains portfolio modelling and the tools that underpin it to allow you to build robust, academically sound optimised portfolios. ...read more
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18 January 2008

Effective portfolio construction 3 - risk vs return

Graham Bentley explains the role of assessing risk in relation to creating robust portfolios that support the advice process....read more
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11 January 2008

Effective portfolio construction 2 - attitudes to risk

Graham Bentley explores client and adviser attitudes to risk and explains why investors are typically loss-averse, not risk-averse....read more
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7 January 2008

Effective portfolio construction 1 - making intelligent investment decisions

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. ...read more
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Information on this website is not intended for Hong Kong residents. Information on this website about Skandia Group Companies is intended for UK residents only, unless it relates to Royal Skandia, Skandia Life Norge or Suomen Sivuliike. Skandia Group companies do not offer investment advice and no information on this website should be construed as such.
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