Adrian Walker
Adrian Walker
Skandia, Pensions Development ManagerSkandia
Biography
Adrian has been heavily involved in the liaison with both HM Revenue & Customs and DWP on the pension simplification issues surrounding the current and future private pension market in the UK.
He has been regularly involved in speaking at seminars both regionally and nationally on pension-related issues over his 30 years in the industry.
Adrian has been heavily involved in the liaison with both HM Revenue & Customs and DWP on the pension simplification issues surrounding the current and future private pension market in the UK.
He has been regularly involved in speaking at seminars both regionally and nationally on pension-related issues over his 30 years in the industry.
Featuring Adrian Walker:
July 2010
Emergency budget 2010
Adrian Walker discusses opportunities for pension funding post budget.
August 2010
75 - not out?
Adrian Walker provides an update on the changes to transitional income withdrawal at age 75 and explains the client planning requirements.
May 2010
Time to make sacrifices?
Adrian Walker assesses the benefits of discussing salary sacrifice with clients and their employers.
June 2010
Death and taxes
Graham Bentley looks at consumer behaviour towards pricing and explains why flexibility in your investment proposition can help to ensure clients understand what they are paying for.
April 2010
Stick or twist?
Adrian Walker assesses the impact of the Budget on retirement planning and highlights some of the key choices facing specific clients.
March 2010
Boosting retirement income
For certain clients who have embraced the use of income withdrawals as part of their initial retirement planning, there may be the opportunity to increase the level of annual income they enjoy in reti
January 2010
Your new year retirement planning health
Adrian Walker outlines the financial planning opportunities as tax-year end approaches in a changing regulatory landscape for pensions.
November 2009
Get ready for the rise
Adrian Walker outlines the immediate planning requirements relating to the approaching change to the normal minimum pension age.
September 2009
Increased flexility
Adrian Walker outlines upcoming changes to Protected Rights and the associated retirement planning opportunities.
August 2009
A bit of light relief!
The Finance Bill received Royal Assent on 22 July 2009. Late changes to pension legislation provided some relief on contribution limitations for individuals with relevant income over £150,000.
June 2009
Age old decisions
Adrian Walker gives details of the upcoming change to the normal minimum pension age and subsequent planning requirements.
May 2009
Quality advice holds the key
Adrian Walker takes a measured look at the Budget changes and highlights why the changes will increase the need for quality advice.
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
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 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
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
January 2009
Prepare for the big freeze
Adrian Walker takes a closer look at the impact of the Pre-Budget Report on retirement planning.
March 2009
Don’t be caught out in the cold
Adrian Walker assesses the impact of the Chancellor’s proposed freezing of the Lifetime Allowance on pension commencement lump sum rights.
December 2008
A primary concern
5 April 2009 is the HM Revenue & Customs (HMRC) deadline for individuals to register pre A-Day pension rights for primary or enhanced protection. Adrian Walker gives details.
November 2008
Know your rights
Adrian Walker provides an update on issues surrounding the reform of protected and safeguarded rights.
October 2008
Charting the income landscape
Head of Retirement Planning Adrian Walker outlines the current legislation for pension fund income withdrawals.
September 2008
Identifying transitional requirements
Adrian Walker explains the need to protect valuable pre A-Day tax-free cash entitlements held in occupational pension schemes.
11 May 2007
Pensions Session 6 - At retirement and beyond pt2
With legislation continuing to change in the post retirement market the final session looks at its effects on Alternatively Secured Pension and longer term financial planning....read more
11 May 2007
Pensions Session 2 - Expansion of the market pt2
With the arrival of A-Day, individuals were given the ability to create a more holistic approach to their future pension planning including those that work in the public sector within the defined bene...read more
August 2008
Assuming to much?
Adrian Walker provides an update on the basis of calculation of transfer values from final salary pension schemes.
July 2008
Careful steps to phased retirement
Adrian Walker considers the merits of designation in phased retirement planning.
May 2008
Calculating future requirements
The Pensions Bill, currently going through Parliament, may bring about significant changes to the ongoing structure of UK pension provision in both the short and medium term.
April 2008
Time to share?
With the Pensions Bill currently going through Parliament, Adrian Walker explains some key areas that may affect clients going through divorce proceedings.
March 2008
Enhanced advice
Adrian Walker outlines some key review points for clients making the transition to post A-Day income withdrawal rules.
February 2008
Enhanced planning for pre A-Day funds
Adrian Walker gives details of a pre-Budget proposal allowing a certain segment of the pre A-Day pension market the opportunity to benefit.
January 2008
Taking full advantage at tax-year end
As we fast approach the end of yet another tax year, Adrian Walker focuses on the opportunities available to take maximum advantage of the allowances within the new pension regime.
December 2007
Benefiting from change
Adrian Walker delves into the pensions detail within the pre Budget report to highlight a clear opportunity for added-value advice.
September 2007
The final furlong
Adrian Walker gives details of the Government's recently published draft regulations for the future basis of calculating cash equivalent transfer values from defined benefit schemes.
May 2007
Maximising allowances
In the December 2006 issue of informer, Adrian Walker explained the steps individuals need to take before the end of the tax year to align contributions to registered schemes to the 2006/7 Annual Allo
February 2007
Time for an alternative route
Following the pre Budget report many accused the Government of a u-turn on Alternatively Secured Pensions (ASPs).
August 2007
The knowledge - flexible retirement solutions
Adrian Walker sets out some of the considerations where clients hold both non-protected and protected rights and are considering using income withdrawal as part of their retirement portfolio.
© 2005 Skandia
Group company and regulatory information
Group company and regulatory information