Learn more about our upcoming events over the next quarter - you’ll hear from investment, technical and industry experts.
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, 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 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
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
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
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
In our final session we discussed the main themes and considerations for the UK Government following the COP26 Climate Change Conference.
24 Nov 2021
In this session, we explored some of the key retirement income planning myths uncovering the key considerations when developing retirement income plans and how to ensure your clients have a plan that delivers the outcomes they are looking to achieve, in a way they understand.
18 Nov 2021
In our first session, we brought our PruFund Planet strategy by explaining how Planet invests, outlining the multi-asset building blocks.
10 Nov 2021
On this virtual seminar, Les Cameron, Head of Technical, M&G Wealth, Graeme Robb, Senior Technical Manager and Vince Smith-Hughes, Director of Specialist Business Support, explored and debated the pros and cons of holding OEICs either directly, or indirectly through an insurance bond tax wrapper through a series of case studies.
21 Oct 2021