PREVIOUSLY on The Knowledge - 7 May 2009
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 
The Knowledge archive
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
7 November 2008
Taxation of collectives - inside a UK bond
Phil Carroll assesses the underlying taxation of collectives when held inside a UK bond. ...read more
7 November 2008
Taxation of collectives - inside an offshore bond
Phil Carroll assesses the underlying taxation of collectives when held inside an offshore bond....read more
7 November 2008
Taxation of collectives – direct investment
Phil Carroll assesses the underlying taxation of collectives when held as a direct investment....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
2 September 2008
Protecting pre A-Day cash in the new world
Adrian Walker discusses the need for advisers to address how best to protect valuable pre A-Day tax-free cash entitlements and explains the available solutions....read more
4 August 2008
Transferable nil-rate bands (NRB) – practical application following the 2008 Budget
Phil Carroll discusses the introduction of transferable nil-rate bands following the 2008 Budget, including worked examples....read more
4 August 2008
Inheritance tax (IHT) developments– practical application following the 2008 Budget
Phil Carroll outlines recent developments in the IHT planning area. ...read more
4 August 2008
Capital gains tax (CGT) – practical application following the 2008 Budget
Phil Carroll discusses recent CGT reforms and their impact on advice following the 2008 Budget....read more
4 August 2008
Corporately owned life assurance policies – practical application following the 2008 Budget
Phil Carroll looks at the impact of the 2008 Budget on the loan relationship rules, including worked examples....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
14 September 2007
Managing existing portfolios and reviewing investments - Selestia Investment Solutions masterclass 4
Neil Bage demonstrates how the online functionality available through Selestia Investment Solutions can help you to manage existing client portfolios and review investments....read more
5 September 2007
Constructing a portfolio and researching funds - Selestia Investment Solutions masterclass 3
Neil Bage explains how the online functionality available through Selestia Investment Solutions offers wide adviser choice in portfolio construction tools....read more
30 August 2007
Writing business - Selestia Investment Solutions masterclass 2
Neil Bage talks you through a video of the online functionality available through Selestia Investment Solutions to explain how the system can simplify the process of writing new business....read more
22 August 2007
Create a client - Selestia Investment Solutions masterclass 1
In first of a series of Selestia Investment Solutions 'masterclasses', Neil Bage will walk you through the online functionality to explain how to create a client on the system....read more© 2005 Skandia
Group company and regulatory information
Group company and regulatory information