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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

Webinar Insights

Autumn Statement 2022

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

Prudential Risk Managed Collectives Q3 2022 Update

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

Explaining smoothing techniques and how they can help your investments

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

Family Investment Companies versus Discretionary Trusts for IHT planning

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

PruFund Planet Update with T&IO and Columbia Threadneedle

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

Part 3 - Platforms and servicing - meeting the Consumer Duty requirements

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    

Part 2 - Consumer Duty - How can technology help you with Consumer Duty?

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

Model Portfolio Service Q4 Update

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

PruFund - a market update with T&IO

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

Part 1 - Consumer Duty - what does it all mean?

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    

Mini-Budget 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

PruFund Monthly Update (September 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    

Pension savings statement season is just around the corner

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    

Political Upheaval and Economic headwinds - but what does it mean for investing client funds?

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

PruFund Quarterly Update - August 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

Insurance Bonds for Individuals

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

Prudential Risk Managed Collectives Q2 2022 Update

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

Previewing the review for clients in SIPP Drawdown

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

Part 3 - Preparing your knowledge, your advice and your clients for what happens at the end

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

Part 2 - 'It's not going to be £86,000' - getting to grips with care costs

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

Part 1 - Attorneys - Do they have the power to support effective later life advice?

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

2022 Strategic Asset Allocation Review for the PruFund range of funds

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

Introduction to the Trusts and IHT Modeller

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

Exemptions, reliefs or something else - what to do about IHT?

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

Slash the cash? Should companies invest?

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

Part 4 - Regulatory Landscape

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 - Investment Landscape

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

Part 2 - Planning Landscape

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

Part 1 - M&G Wealth Landscape

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

My business is my pension. Really?

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

Who and How – all you need to know about the Trust Registration Service

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

Talking Trusts – Access v Control v IHT

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

Everything you want to know about tax year end planning and weren’t afraid to ask

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

Les' Big Fat Quiz of the Year

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

Making light work of the Lifetime Allowance

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