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On demand events

Our events have been designed to inform, interest and educate on a wide variety of topics.

Upcoming events

Learn more about our upcoming events over the next quarter - you’ll hear from investment, technical and industry experts.

Register now

Event insights

The BIG LTA Question - what needs done by April?

Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G Wealth discussed who they think might be impacted by the LTA and what will need done.

 


1 Feb 2024
 

Everything you ever wanted to know about tax year end

On this event, Les Cameron, Head of Technical at M&G Wealth, answered all of your questions - covering everything you need to understand and be aware of to get yourself through tax year end.

 

18 Jan 2024

Les Cameron's Big Fat Quiz of the Year

Every year the M&G Wealth Technical Team answer thousands of questions from advisers and paraplanners across the full financial planning spectrum. It’s now time to turn the tables by asking you the questions – that’s right, it’s Les Cameron’s Big Fat Quiz of the Year!
 

 

14 Dec 2023

Lifetime Allowance - The Final Chapter?

On this event, Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G Wealth, brought you right up to speed with where we are for the abolition of the Lifetime Allowance.

 

7 Dec 2023

 

Autumn Statement

Following the Chancellor’s Autumn Statement on 22 November, the award-winning M&G Wealth Technical Team pored over the details as normal, separating what does and doesn’t matter when it comes to your clients’ financial planning.

 

23 Nov 2023

 

Planning with Insurance Company Trusts

On this event Neil MacLeod, M&G Wealth Technical Manager, looked at the use of standard insurance company trusts and the important role they play. 


 

16 Nov 2023

 

The building blocks of IHT planning

On this event – hosted by M&G Wealth’s Head of Technical Les Cameron – Senior Technical Manager Graeme Robb outlined the building blocks to quantify and deliver an effective IHT planning strategy.
 

19 Oct 2023
 

Lifetime Allowance - where have we got to and where next?

On this event Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G Wealth, brought you right up to date with where we are with the changes to the allowances.

 

21 Sep 2023

Considering Cash

On this event Les Cameron, Head of Technical at M&G Wealth and Graeme Robb, Senior Technical Manager at M&G Wealth asked (and answered) the question – is cash king?

 


17 Aug 2023

A Golden Age? Pension tax planning 2023/24 and beyond

On this event Mark Devlin, Senior Technical Manager at M&G Wealth looked at how the current tax landscape affects clients and how pensions can help deliver good client outcomes.


20 Jul 2023

Onshore and offshore Bonds - are they back or have they never been away?

On this event Les Cameron, Head of Technical at M&G Wealth and Graeme Robb, Senior Technical Manager, M&G Wealth, explained why bonds are back and why they should never have been away in the first place.


15 Jun 2023

Advising Trustees

On this event, Technical Manager Neil Macleod looked at what advisers need to know when it comes to trustee investment, including the impact of tax changes announced in the Autumn Statement and Spring Budget.
 

 

18 May 2023

Lifetime Allowance - where are we, where are we going and what to do?

On this event, Les Cameron, Head of Technical at M&G Wealth looked at what the future might hold for Lifetime Allowance.

 

20 Apr 2023

Future proofing your business for sale, now or in the future

On this event our experts from The Exit Partnership and M&G Wealth explored the expensive mistakes owner-advisers make when selling their business.

 

11 Apr 2023

Spring Budget 2023

On this event, Les Cameron, Head of Technical at M&G Wealth brought you right up to speed on the budget and what it means for your clients.

 


16 Mar 2023

Treasury and Investment Office Quarterly update and Investment building blocks

Paul Fidell, Senior Investment Specialist, ran through the latest EGR and UPA update. He was joined by our T&IO experts who discussed our long-term established building blocks framework.

 

27 Nov 2023

PruFund Monthly Update UPA summary - October 2023

On this recording, Paul Fidell, Senior Investment Specialist, talks through the reasons behind the latest UPAs, giving you valuable insight to help you explain the latest changes in your client conversations.

 

25 Oct 2023

PruFund Quarterly Update and Fixed Income deep dive

On this event Cat McInally, Investment Specialist, gave the latest information on Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund range of funds. Cat was joined by Adrian Gaspar from the M&G Treasury and Investment Office (T&IO), who took a deeper dive into one of the key asset classes within PruFund – Fixed Income.

 

25 Aug 2023

PruFund Update and Bonus Declaration

We heard from Paul Fidell on the latest PruFund EGR and UPA announcements and Parit Jakhria on the headlines for the 2023 Bonus Declaration.

 

27 Feb 2023

Treasury and Investment Office Quarterly update and Investment building blocks

Paul Fidell, Senior Investment Specialist, ran through the latest EGR and UPA update. He was joined by our T&IO experts who discussed our long-term established building blocks framework.

 

27 Nov 2023

Market Insights with M&G Wealth: Our approach to investing in bonds and why it's different

On this event, Michael Watt, Investment Director at T&IO and Alastair Clark, Portfolio Manager, discussed some key topics surrounding bonds.

 

26 Oct 2023

Investing for the long-term - delivering multi-asset returns

On this event Adrian Gaspar, Investment Director and Ben Troke, Senior Investment Strategist at T&IO, focused on the challenging market conditions seen in 2023 and our approach to long-term investing.

 

26 Sep 2023

Market insights - what you need to know now!

On this event Michael Watt, Investment Director at T&IO and Shanti Kelemen, Chief Investment Officer at M&G Wealth Investments focused on the key debates in markets right now.

 


26 Jul 2023

Prudential Risk Managed Collectives Q2 2023 Update

Phil Butler, Portfolio Manager at the Treasury and Investment Office (T&IO) and Paul Fidell, Senior Business Development Manager review how the Risk Managed Active and Passive funds have performed in Quarter 2 2023 and the underlying assets contributing to this performance.


28 Jul 2023

Prudential Risk Managed Collectives Q1 2023 Update

Phil Butler, Portfolio Manager at the Treasury and Investment Office (T&IO) and Paul Fidell, Senior Business Development Manager review how the Risk Managed Collective funds have performed in Quarter 1 2023 and the underlying assets contributing to this performance.

 

28 Apr 2023

Friend, Foe, FAD - Cashflow modelling with FinCalc

On this event, our host Colin Simmons, Business Development Manager spoke with Gavin Shears – Senior Product Consultant, FinCalc.


 

14 Sep 2023

Friend, Foe, FAD - Cashflow modelling with FE CashCalc

On this event, our host Colin Simmons, Business Development Manager spoke with Solene Lemoigne, Adviser Account Director, FE CashCalc.  

 

13 Sep 2023

Friend, Foe, FAD - Cashflow modelling with Voyant

On this event, our host Colin Simmons, Business Development Manager spoke with Rosie Hutchinson, Head of Client Solutions UK, Voyant.

 

12 Sep 2023

Market insights - what you need to know now!

On this event Michael Watt, Investment Director at T&IO and Shanti Kelemen, Chief Investment Officer at M&G Wealth Investments focused on the key debates in markets right now.

 

26 Jul 2023 

Inside the investment process: how we select our funds and current market views

On this event we looked at our fund selection process and current market views.

 

21 Mar 2023