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Upcoming Events

Learn more about our upcoming events

Previewing the review for clients in SIPP Drawdown

Tuesday 9 August, 9:30am - 10:30am

On this webinar Colin Simmons, Pension Business Development Manager, Pru, and Stuart Eve, Business Development Manager, Curtis Banks, will be looking at what advisers should be considering when conducting client income drawdown reviews - challenging the thought process on: Is the income still sustainable; Is the investment still suitable?

They will also explore different investment techniques and share best practise from the recent FCA finalised guidance paper, and what it could mean for drawdown advice.

This session qualifies for up to 60 minutes CPD accredited by CII and CISI.

Following the session you will be able to:

  • Build a robust drawdown review process
  • Take learnings from the FCA DB guidance for drawdown advice
  • Idenitfy whether it's worth taking investment risk if close to or at the LTA?
  • Provide effective use of cashflow modelling to demonstrate client understanding
  • Explain the considerations of investment risk when dealing with the LTA
  • Explain the SIPP due dilligence and the Specie transfer process

Register for 9:30am session here

Insurance Bonds for Individuals

Thursday 18 August, 10:00am - 11:30am

Insurance bonds have been a part of the financial planning landscape for decades.  Many see bonds as an investment decision but in these modern days with open architecture tax wrappers allowing wide investment choices that is not the case.

Bonds are a tax based decision which can bring benefits to some of your clients.

In this session Les Cameron, Head of Technical and Graeme Robb, Senior Technical Manager at M&G Wealth will look 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.

This session qualifies for up to 90 minutes CPD accredited by CII and CISI.

By the end of this session you will be able to:

  • Describe the key benefits of using an insurance bond wrapper
  • Identify clients who could benefit from the use of insurance bond wrapper

Register for 10am session here

PruFund Quarterly Update August 2022

Thursday 25 August, 3pm

In this PruFund investment update webinar, Paul Fidell, Business Development Manager, will take a look through the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund range of funds and review how the funds are performing. This webinar will cover the very latest positions for the funds with it taking place on August's quarter investment date.

Presenter - 
Paul Fidell - Senior Business Development Manager

Register for 3pm session here