Learn more about our upcoming webinars over the next quarter - you’ll hear from investment, technical and industry experts.
On this webinar, Paul Fidell, Senior Business Development Manager, looked at the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund range of funds.
26 May 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 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
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 and the underlying assets contributing to this performance.
19 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
On this webinar we spoke through the 2022 Bonus Declaration in more detail, as well as covering the recent performance and EGR’s on PruFund. There was also a market update from T&IO.
08 Mar 2022
On this webinar, Paul Fidell, Business Development Manager, looked at the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund range of funds.
25 Feb 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
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
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
On this webinar, Charles Griffith, Head of Multi-Asset Portfolio Management, from the M&G Treasury and Investment Office (T&IO) provided an update on current market conditions and discussed the current positioning of PruFunds and where we see upcoming opportunities. Paul Fidell, Business Development Manager, was also present on the call and he took a look through the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) and how the funds have been performing.
08 Dec 2021
Our technical team talk through the key points from the Chancellors Budget on 27 October 2021, bringing you the detail on the topics they think matter to you and your clients.
28 Oct 2021
The estimated cost of one year's University education is £20,000. Seeing their friends and acquaintances children going off to university, seeing the headlines and first hand accounts of the expense this entails, means parents and grandparents may well be turning their minds to how they can support their children and grandchildren, to make their university years as financially pain free as possible.
20 Aug 2021
T&IO provide an update on the PruFund range of funds following the 2021 strategic asset allocation review and where the team see upcoming opportunities.
02 Jul 2021