For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
Our events have been designed to inform, interest and educate on a wide variety of topics.
Listen to Cat McInally, where she shared latest information on PruFund Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) reviewing how the funds have performed over the last quarter.
She also covered off our annual Bonus Declaration announcement for With-Profits & Income Choice Annuity. Michael Watt joined Cat and he shared views on the current market conditions and how this has impacted asset class returns and valuations.
Listen to Adrian Gaspar, Investment Director from the M&G Treasury and Investment Office and Cat McInally, Investment Specialist, M&G Wealth where they'll update you on the following:
On this event Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G Wealth, brought you right up to date with where we are with the changes to the allowances.
On this event Les Cameron, Head of Technical at M&G Wealth and Graeme Robb, Senior Technical Manager at M&G Wealth asked (and answered) the question – is cash king?
On this event Mark Devlin, Senior Technical Manager at M&G Wealth looked at how the current tax landscape affects clients and how pensions can help deliver good client outcomes.
On this event Les Cameron, Head of Technical, M&G Wealth, explained why bonds are back and why they should never have been away in the first place.
Providing advice to trustees is a different ball game to advising individuals and one of the most commonly asked questions is 'What can the trustees invest in?' While this is a pertinent question that needs answered, the equally important questions of what the trustees should be investing in is often overlooked.
On this event, Technical Manager Neil Macleod looked at what advisers need to know when it comes to trustee investment, including the impact of tax changes announced in the Autumn Statement and Spring Budget.
This event qualified for 90 minutes structured CPD accredited by CII and after watching the session you should now be able to:
Spring Budget 2023 has meant a seismic change on the pension tax landscape with the intention to remove Lifetime Allowance charges in 2023/24 and then completely abolish the Lifetime Allowance from 2024/25.
After the initial flurry of activity around the budget we’ve had time to see the actual draft legislation in Spring Finance Bill, reflect on the detail that unfolds and think through the potential impacts on pensions advice (and administration).
On this event, Les Cameron, Head of Technical at M&G Wealth looked at what the future might hold for Lifetime Allowance. The session qualified for 90 minutes structured CPD and after watching the event you should be able to: