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Recorded Events
Our events have been designed to inform, interest and educate on a wide variety of topics.
Quarterly Investment update
Wednesday 29 May 9.30am
On this event, Cat McInally, one of our Investment Specialists, shared the latest information on PruFund Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) and reviewed how the funds have performed over the last quarter.
Also joining Cat, was our T&IO Investment Director, Adrian Gaspar, who shared views on the current market conditions and how this has impacted asset class returns and valuations.
Friend, Foe, FAD - Cashflow modelling with Voyant
'Cashflow modelling is for life not just for retirement'
Colin Simmons, Pensions Specialist, talked to Rosie Hutchinson, Head of Client Solutions UK, Voyant, on topics including:
- Cashflow modelling best practice
- How Cashflow modelling can assist advisers with their Consumer Duty requirements
- How best to use their systems - a quick demonstration
- Considering what the FCA said about Cashflow modelling on their DB transfer review and provide thoughts on the recent Retirement Income Advice Thematic Review.
- Challenging the thought process on stress testing and why Cashflow modellers are more than just a tool for retirement income planning.
- How Cashflow modelling can be used for effective IHT planning.
Quarterly Investment Update
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.
PruFund and Market update
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:
- An overview of market performance across 2023 and the impact on asset class returns and valuations
- Insight into investing in a high interest rate and high inflation environment
- How PruFund stacked up in the challenging market conditions
Considering Cash
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?
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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. 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. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. 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.