Pensions post A-Day
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.
August 2008
Taking a holistic view
Peter Jordan examines the effect cash has on the overall risk/return measures within a client’s ISA portfolio.
6 June 2008
Financial planning using pensions
Adrian Walker assesses how the continuing development of the new pension regime has been affected by the Budget announcements, with focus on drawdown and phased retirement....read more
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.
January 2008
Opportunities to add real value
Nick Bladen, Head of Pensions and Bonds Marketing, summarises the pensions landscape for 2008.© 2005 Skandia
Group company and regulatory information
Group company and regulatory information