|
Date & Time-30 mins |
Presenters |
|---|---|---|
Tuesday 9th April - 10am |
Luke McGill / Nicky Snow |
|
Thursday 25th April - 10am |
Leigh Nixon / Dan Torbett |
For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
Upcoming events
Friend, Foe, FAD - Cashflow modelling with Voyant
Thursday 18 April - 2pm
'Cashflow modelling is for life not just for retirement'
Colin Simmons, Pensions Specialist, will be talking 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.
This session qualifies for up to 90 minutes Structure CPD accredited by CII & CISI.
Openwork PruFund on Platform Events
If you don’t currently use the platform or you wish to understand better the platform proposition, and get a high-level overview of the system itself, please sign up for a Platform Group Demo session.
If you’re familiar with the platform and ready to place business but would appreciate a walk-through of some of the key processes, please sign up for a “How to” session.
|
Date & Time- 45 mins |
Presenters |
|---|---|---|
Thursday 2 May – 10am |
Jack Cowan & Simon Jones |
|
Tuesday 14 May – 2pm |
Lloyd Swinton & Leanne Peacock |
|
Thursday 23 May – 10am |
Lloyd Swinton & Garry Wheeler |
|
Tuesday 4 June – 2pm |
Samantha Ashman & Benn Camber |
|
Thursday 20 June – 2pm |
Luke McGill & Dan Torbett |
|
Thursday 11 July – 2pm |
Dan Chant & David O'Brien |
|
Tuesday 23 July – 2pm |
Sarah Stephens & Chantelle Silvester |
How to Sessions |
Date & Time- 45 mins |
Presenters |
|---|---|---|
Thursday 4 April – 2pm |
Jack Cowan & Daniel Chant |
|
Friday 12 April – 10am |
Jack Cowan & Daniel Chant |
© Prudential 2024
"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.