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Pensions

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July 2008

Careful steps to phased retirement

Adrian Walker considers the merits of designation in phased retirement planning.
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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.
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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.
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April 2008

Choice and suitability

Following the 2008 Budget Nick Bladen describes why there will continue to be a strong market for both investment bonds and collective investments.
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March 2008

Enhanced advice

Adrian Walker outlines some key review points for clients making the transition to post A-Day income withdrawal rules.
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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.
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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.
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January 2008

Opportunities to add real value

Nick Bladen, Head of Pensions and Bonds Marketing, summarises the pensions landscape for 2008.
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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.
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November 2007

Time to take action

Adrian Walker explains the importance of identifying clients that need to register for Primary or Enhanced Protection before it is too late.
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Information on this website is not intended for Hong Kong residents. Information on this website about Skandia Group Companies is intended for UK residents only, unless it relates to Royal Skandia, Skandia Life Norge or Suomen Sivuliike. Skandia Group companies do not offer investment advice and no information on this website should be construed as such.
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