PREVIOUSLY on The Knowledge - 14 July 2009
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 
The Knowledge archive
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
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
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
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
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
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
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
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
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
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
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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