Using our tools

This financial planning tool has been designed to demonstrate how a UK authorised investment fund (collective) and a single premium investment bond can be used together to create tax-efficient withdrawals.

Videos

Watch the video below for a two minute introduction to our Platformwatch due diligence tool.

What will the emergency Budget mean for the economy and your clients’ investments? Bill Dinning, economist and European Head of Strategy at Aegon Asset Management, provides his views.

What will the emergency Budget mean for the economy and your clients’ investments? Bill Dinning, economist and European Head of Strategy at Aegon Asset Management, provides his views.

The need for advice when deciding how best to fund future retirement income has never been greater. Dominic Brooks, Skandia Pensions Development Manager, explains how clients in different tax brackets can benefit from your advice.

Jim Jarvie, Skandia Senior Pensions Business Development Manager, explains why serious planning at retirement with informed advice can make a huge difference to the future quality of life for the individual and any dependants.

Many clients will now be looking forward to a significantly longer gap than previous generations between their last pay packet and death. Jim Jarvie, Skandia Senior Pensions Business Development Manager,  outlines the challenges this creates and the need for ‘in retirement’ planning advice.

Peter Mann explains how the Skandia With-Profits Analyser gives you practical help in assessing the suitability of with-profits bonds.