We've made some big changes to the Skandia Investment Solutions Platform to improve the way you manage your clients.
To offer your clients extra control of their pension, we have made some key enhancements to our Collective Retirement Account, including the addition of flexible drawdown.
To support you in preparing your clients' tax returns, we have launched a Capital Gains Reporting tool to provide you with a gain or loss position on your clients' Collective Investment Account holdings.
And in video – Graham Bentley, Head of Proposition at Skandia, explains how the Skandia Shield Fund works in our latest flipchart video. The Fund, which is designed so that its price will never fall lower than 80% of the highest level it has ever achieved, is available across Skandia's entire product range, via Skandia Life Assurance Company and through an ISA on Skandia Investment Solutions.
The latest in out series of videos guiding you through the Skandia proposition features Graham Bentley, Head of Proposition at Skandia, using his virtual flipchart to outline the benefits of the spectrum fund range, how they have fared in their first three years and how they can support your investment process.
Skandia scooped Best Wrap/Platform and Best Outsourced Investment Solution for Advisers (for our Spectrum funds).
Changes to pension regulations have opened up many new opportunities in pension funding and taking retirement income. Our Routes to Retirement guide uses a series of different client case studies to help you advise your clients on how to get the most out of these new planning opportunities, and enjoy a better retirement experience.
Adrian Walker highlights some of the key areas of pension planning to do before tax-year end.
Self Assessment and the effect of pension contributions and an update on the proposed changes to the QROPS regime.
Our risk profile questionnaires have been updated. Now there's less jargon, no neutral response options and easier personalisation.
In the first in a series of articles looking at social media opportunities within financial services, Jeremy Mugridge looks at how social media has become an unstoppable force and what the networking opportunities are for advisers so you could start dipping your toe in the water, in Going Social.
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