Skandia is today launching a series of free seminars for advisers on with-profits reviews and retirement planning.
The 14 nationwide seminars will look at how Skandia's with-profits analyser tool can help advisers meet compliance requirements on with-profits reviews and examine the retirement planning opportunities available to clients with high income. The tool identifies penalty-free exit opportunities, comparing them with the potential future performance of with-profits funds against alternative portfolios held via a number of tax wrappers. In addition, the workshops will deal with the impact on basic and higher-rate taxpayers of changes outlined in the Pre Budget Report. At each session two...
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