Informer Live - Skandia

  • Adviser | 
  • Terms of Use | 
  • Privacy Policy | 
  • Support
Skandia
  • HOME
  • HEAD TO HEAD
  • KNOWLEDGE LIVE
  • TOP TABLE
  • ONE2ONE
  • FUNDTALK
  • INFORMER ARTICLES
  • SEARCH
Activate your account for your own CPD viewing record, calendar and e-mail service.
Forgot your password?

indicator

trailblazer

specialfeatures

fundradar

Support
Help listening/watching
Infomer Live FAQ
Contact Support
PREVIOUSLY on The Knowledge - 7 May 2009
eventimage
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

  button-playAudio



The Knowledge archive
Upcoming The Knowledge Events
eventimage
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
button-playAudio


eventimage
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
button-playVideo


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
7 November 2008

Taxation of collectives – direct investment

Phil Carroll assesses the underlying taxation of collectives when held as a direct investment....read more
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playVideo


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playAudio


eventimage
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
button-playVideo


eventimage
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
button-playVideo


eventimage
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
button-playVideo


eventimage
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
button-playVideo


No Forthcoming The Knowledge events

  Get this RSS feed

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.
© 2005 Skandia
Group company and regulatory information