Regulation

75 - not out?

Thu, 19 Aug 2010 14:33:11 +0000

19 August 2010 06:32
Adrian Walker provides an update on the changes to transitional income withdrawal at age 75 and explains the client planning requirements.

The power to embed value in your business - J.P. Morgan

Mon, 26 Oct 2009 16:56:31 +0000

26 October 2009 04:55
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.
Video

Increased flexility

Mon, 26 Oct 2009 16:29:18 +0000

26 September 2009 05:25
Adrian Walker outlines upcoming changes to Protected Rights and the associated retirement planning opportunities.

Question time

Mon, 26 Oct 2009 16:05:42 +0000

26 August 2009 06:00
Are you asking the right questions when it comes to platform due diligence? Jeremy Mugridge offers some practical guidance.

Putting the RDR to work

Wed, 19 Aug 2009 13:23:03 +0000

19 July 2009 09:21
Chris Cummings, AIFA Director General, responds to the latest RDR consultation paper.

Assessing the impact

Wed, 19 Aug 2009 13:14:10 +0000

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.

Protecting pre A-Day benefits in today's world

Wed, 15 Jul 2009 08:38:43 +0000

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 08:36:48 +0000

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 08:34:09 +0000

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

Responding to the RDR – helping firms survive and thrive

Tue, 09 Jun 2009 11:14:45 +0000

8 July 2009 10:30
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
Video