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Skandia

Protection

Advisers praised as paid crit illness claims rise

Advisers are doing a good job counselling clients Skandia says, as critical illness claims paid rose another 1%, to 89%, in the half year to June 2007.

clock 25 July 2007 •

Investment

Adviser IHT burden 'eased by HMRC proposals'

A proposal to raise the threshold for reporting chargeable lifetime transfers will "significantly reduce" the IHT compliance burden for advisers, according to Skandia.

clock 18 July 2007 •

Investment

Young people heading for old age poverty - Skandia

A generation of optimists in their 20s and 30s are ignoring the true cost of old age and head towards retirement poverty, Skandia warns.

clock 06 July 2007 •

Investment

Skandia launches IHT guide as liable estates double

Skandia has launched two guides to IHT planning after Government data suggested the number of estates exposed to the tax has doubled.

clock 04 July 2007 •

Investment

Skandia defends £50/client new platform charge

Skandia has justified its decision to introduce a £50 annual charge per client on the new Selestia Investment Solutions platform.

clock 21 June 2007 •

Your profession

Advisers warn clients feel trapped by MVRs

Advisers say Market Value Reductions (MVRs) are the biggest barrier for clients wanting to transfer to other investments, according to new Skandia research.

clock 07 June 2007 •

Investment

Phizackerley ruling hits all trusts - Skandia

Skandia is warning advisers the result of the Phizackerley test-case on inheritance tax and will trusts has "far-reaching implications" for all trusts making loans to beneficiaries.

clock 24 May 2007 •

Your profession

Consultation, consultation, consultation

In much of public service, consultation is a bit of a buzz word. In East Sussex, the public are being consulted for their views on a new road, while in Norfolk they are being asked for their views on withdrawing funding for mental health care for older...

clock 24 May 2007 •

Technology

Skandia and Selestia name joint fund platform

Skandia has revealed the name of its new fund platform will be ‘Selestia Investment Solutions' when it launches in July.

clock 23 May 2007 •

Investment

Pension consolidation has one year limit

Skandia has warned advisers to be cautious when using block transfers to consolidate pension funds, as it could lead to their client losing the right to higher levels of tax free cash.

clock 18 May 2007 •
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