Pensions post A-Day

Stick or twist?

Tue, 18 May 2010 16:11:27 +0100

18 April 2010 08:00
Adrian Walker assesses the impact of the Budget on retirement planning and highlights some of the key choices facing specific clients.

A bit of light relief!

Mon, 26 Oct 2009 16:04:11 +0000

26 August 2009 05:00
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.

Assessing the impact

Wed, 19 Aug 2009 14:14:10 +0100

19 July 2009 06:12
Following the 2009 Budget proposals and subsequent Finance Bill, Colin Jelley identifies the areas where time would be well spent with clients.

Seeing the whole picture

Mon, 27 Jul 2009 14:51:53 +0100

27 June 2009 05:50
Colin Jelley explains why the changes announced in the 2009 Budget will further drive demand for new model planning.

Age old decisions

Mon, 27 Jul 2009 14:49:58 +0100

27 June 2009 04:20
Adrian Walker gives details of the upcoming change to the normal minimum pension age and subsequent planning requirements.

Protecting pre A-Day benefits in today's world

Wed, 15 Jul 2009 09:38:43 +0100

14 July 2009 10:30
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
Audio

Protecting pre A-Day rights on transfer

Wed, 15 Jul 2009 09:36:48 +0100

14 July 2009 10:30
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
Audio

Protecting pre A-Day tax-free cash rights

Wed, 15 Jul 2009 09:34:09 +0100

14 July 2009 10:31
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
Audio

Quality advice holds the key

Thu, 09 Jul 2009 11:38:06 +0100

9 May 2009 05:30
Adrian Walker takes a measured look at the Budget changes and highlights why the changes will increase the need for quality advice.

Planning your approach

Mon, 18 May 2009 18:12:44 +0100

18 April 2009 20:11
Adrian Walker offers some practical pension considerations for clients approaching age 75.