Pensions post A-Day
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.
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.
July 2009
Assessing the impact
Following the 2009 Budget proposals and subsequent Finance Bill, Colin Jelley identifies the areas where time would be well spent with clients.
June 2009
Seeing the whole picture
Colin Jelley explains why the changes announced in the 2009 Budget will further drive demand for new model planning.
June 2009
Age old decisions
Adrian Walker gives details of the upcoming change to the normal minimum pension age and subsequent planning requirements.
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
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.
April 2009
Planning your approach
Adrian Walker offers some practical pension considerations for clients approaching age 75.
© 2005 Skandia
Group company and regulatory information
Group company and regulatory information