Learn more about our upcoming events over the next quarter - you’ll hear from investment, technical and industry experts.
There’s certainly been a lot going on in the world of UK politics over the last few weeks with the mini budget, the almost complete reversal of it and then a change of Prime Minister. What we do know is that the medium-term fiscal statement has been upgraded to an Autumn Statement and with the suggestion of increased taxation the potential for tax rises. In this session, Les Cameron, Head of Technical, M&G Wealth, looked at what the Chancellor announced and how it could affect financial planning.
18 Nov 2022
Watch this PruAdviser webinar to find out how the Risk Managed Collective funds performed in Q3 2022 and the assets contributing to this performance.
4 Nov 2022
On this session, Paul Fidell, Senior Business Development Manager, Pru, joined the Institute Chartered Accounts of England and Wales. They discussed various smoothing techniques, their similarities, their differences and why smoothing can help in uncertain times.
3 Nov 2022
On this session, Graeme Robb, Senior Technical Manager explained why Family Investment Companies can be used as part of an IHT planning strategy, and how they compare to Discretionary Trusts which have traditionally offered flexibility for IHT planners.
27 Oct 2022
On this session we heard from some familiar Treasury and Investment Office (T&IO) faces. They gave an update on the relevant portfolio changes for the PruFund Planet range as well as insight into recent performance and the current drivers for ESG focused funds.
27 Oct 2022
On this session, hosted by Vince Smith-Hughes, he was joined by special guest Heather Hopkins and John Allen. They looked at the due diligence and governance that needs to be considered when researching a platform, and what changes may be needed in the future.
20 Oct 2022
On this session, hosted by Pru’s Colin Simmons, who was joined by special guest Nick Eatock, CEO and Co-Founder of Intelliflo. They focused on how technology can help you meet the new requirements, what’s already available and what further developments and actions might be needed.
13 Oct 2022
This session covered the three model portfolio service ranges offered by M&G Wealth Investments, which are passive, hybrid and Global ESG themes range.
11 Oct 2022
With the ongoing market volatility our experts from the M&G Treasury and Investment Office (T&IO) carried out a market update with the focus on PruFund.
7 Oct 2022
On this session, hosted by Pru’s Vince Smith-Hughes and Andy Nash, who were joined by special guests Mark Polson and Alison Gay from the lang cat, a leading independent platform. They looked at what the Consumer Duty means for advisers/advisory firms overall, and what else might be needed when it comes to research and suitability.
6 Oct 2022
Our technical team talked through the key points from the mini-Budget on 23 September, discussing topics they thought would matter to you and your clients.
27 Sep 2022
On this PruFund investment update webinar, Paul Fidell, Business Development Manager, gave an update of the latest position regarding any Unit Price Adjustments (UPAs) for the PruFund range of funds and reviewed how the funds have been performing.
26 Sep 2022
On this webinar, Mark Devlin, one of our Senior Technical Managers, went through the information you need to navigate those advice issues for those who have breached their allowances but also the advice opportunities for those that haven't.
15 Sep 2022
On this virtual seminar a panel of experts from across our business discussed the Political and Economic situation, where we could be going and crucially what this means for client investment.
13 Sep 2022
On this PruFund investment update webinar, Paul Fidell, Business Development Manager, looked through the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund range of funds and reviewed how the funds are performing.
25 Aug 2022
On this webinar Les Cameron, Head of Technical, M&G Wealth and Graeme Robb, Senior Technical Manager at M&G Wealth looked at the key tax benefits delivered by the insurance bond tax wrapper using a case study approach to draw out the outcomes that can be delivered.
18 Aug 2022
Watch this PruAdviser webinar to find out how the Risk Managed Collective funds performed in Q2 2022 and the assets contributing to this performance.
9 Aug 2022
On this webinar Colin Simmons, Pension Business Development Manager, Pru, and Stuart Eve, Business Development Manager, Curtis Banks, looked at what advisers should be considering when conducting client income drawdown reviews.
9 Aug 2022
On this seminar Colin Simmons, Pension Business Development Manager, Pru, Les Cameron, Head of Technical, M&G Wealth, and Anne Wadey from the National Bereavement Service considered what happens on the death of a client.
21 Jul 2022
On this seminar Colin Simmons, Pension Business Development Manager, Pru, and Tony Miles, Technical Director, My Care Consultant considered the aspects of later life care.
20 Jul 2022
On this seminar Colin Simmons, Pension Business Development Manager, Pru, and Tony Miles, Technical Director, My Care Consultant looked at the importance of Power of Attorneys.
19 Jul 2022
On this webinar, Parit Jakhria, Director of Long-Term Investment Strategy, provided an update on current market conditions and discussed the positioning of the PruFund range of funds following the 2022 Strategic Asset Allocation Review.
12 Jul 2022
In this session Technical Manager Neil MacLeod demonstrated how to use the Trusts and IHT modeller to provide a clear picture of the IHT savings a trust can provide.
23 Jun 2022
On this webinar the M&G Wealth Technical Team looked at why receipts are rising, how you can tackle an IHT bill and what's stopping people doing so.
16 Jun 2022
On this webinar Graeme Robb and Mark Devlin, Senior Technical Managers from the M&G Wealth Technical Team took you through the key tax and planning considerations when investing corporate money.
19 May 2022
On the final session we had experts Peter Lovegrove of Grant Thornton, Ricky Nuttall of Simplybiz and Ross Linton of Bankhall who discussed the imminent FCA Consumer Duty rules and guidance.
5 May 2022
Part 3 of our 2022 Landscape Virtual Seminars saw Mark Rigall, Head of Client Portfolio Management at T&IO, host a lively interactive debate with our investment specialists and portfolio managers.
4 May 2022
In our second session, Les Cameron, Head of Technical, M&G Wealth, spoke about the impact of changes to dividend taxation, national insurance and corporation tax on three key areas of financial planning.
28 Apr 2022
On this session we heard directly from some of our senior leadership team to learn about the exciting plans for M&G Wealth and Pru in 20222, an insight to our future direction as a digital, 21st century, market leading company and why this would be relevant to your business.
27 Apr 2022
On this webinar Les Cameron, Head of Technical and Mark Devlin Senior Technical Manager from the M&G Wealth Technical Team had a look at retirement planning for the Small and Medium Sized Enterprise (SME) business owner.
21 Apr 2022
On this webinar Les Cameron, Head of Technical at M&G Wealth took us through the 4th and 5th directives, giving everything you need to know to help assist trustee clients with their responsibilities.
17 Mar 2022
During this webinar Neil Macleod looked at how using standard “off the shelf ” trusts can help your client get the correct balance of access, control and tax savings to deliver the maximum amount of wealth to the next generation.
17 Feb 2022
On this webinar, Les Cameron, Head of Technical, and Senior Technical Managers Mark Devlin and Graeme Robb, from the M&G Wealth Technical Team took you through everything you needed and wanted to know about tax year end planning.
27 Jan 2022
On this webinar, Les Cameron, Head of Technical turned the tables by asking the questions for a change. Giving you the opportunity to test your knowledge on all those things your peers have been asking or misunderstanding
16 Dec 2021
During this webinar Les Cameron, Head of Technical took us through the key aspects of the lifetime allowance and some of the planning considerations. Through 3 short case studies he gave a live demonstration of the new modelling tool in action.
09 Dec 2021