Pensions
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.
July 2010
Emergency budget 2010
Adrian Walker discusses opportunities for pension funding post budget.
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.
May 2010
Time to make sacrifices?
Adrian Walker assesses the benefits of discussing salary sacrifice with clients and their employers.
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.
February 2010
Planning opportunities…while stocks last?
With a General Election looming and the possibility of multiple Budgets in 2010, making a grab for financial planning opportunities that exist now may be a prudent approach.
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.
December 2009
Pre-Budget Report 2009
Colin Jelley summarises the key financial planning issues for financial advisers
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
Taxing considerations
Colin Jelley explains why it is crucial to consider the impact upon the client’s tax position when encashing all or part of an existing bond.
© 2005 Skandia
Group company and regulatory information
Group company and regulatory information