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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
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
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
© Prudential 2022
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.