Regulation
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.
26 October 2009
The power to embed value in your business - J.P. Morgan
J.P. Morgan reveal the factors that underlie success in a financial adviser's business and offer practical steps towards building a solid and well-valued business post-2012. ...read more
September 2009
Increased flexility
Adrian Walker outlines upcoming changes to Protected Rights and the associated retirement planning opportunities.
August 2009
Question time
Are you asking the right questions when it comes to platform due diligence? Jeremy Mugridge offers some practical guidance..jpg)
July 2009
Putting the RDR to work
Chris Cummings, AIFA Director General, responds to the latest RDR consultation paper.
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.
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
8 July 2009
Responding to the RDR – helping firms survive and thrive
Following the release of the FSA’s June Retail Distribution Review (RDR) consultation paper, Philip Hayton will be talking to Chris Cummings, AIFA Director General, about how financial advisers can ...read more
© 2005 Skandia
Group company and regulatory information
Group company and regulatory information