Investments
Within this page you'll be able to access adviser and client-facing technical materials on key investments subjects.
You can also access the latest edition of Oracle, our technical newsletter, on the right.
To speak to one of our technical experts, click on the link at the bottom of this page.
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NEW Time flies - A summary of key tax planning opportunities before April 2012
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NEW Up to the max - Alternative tax efficient investment strategies
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NEW Capital Gains Tax up close - How it applies to OEICs
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NEW Stick, twist or bust? - Role of multi-asset funds in turbulent times
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Typical onshore bond client profiles
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Speak to a technical expert
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Contributors
George Pullar, Investment Sales Manager
George has 29 years financial services experience with various life companies including two stints at Prudential. George re-joined Prudential in Jan 2005 and since then has been a member of the Onshore Investment Business Development Team.
Catriona McInally, Investment Sales Manager
Catriona is a member of Prudential's Business Development Team where she works with the sales teams to promote Prudential's sales proposition to intermediaries. She is also heavily involved in providing training and technical information to our sales team as well as point of contact for our third party fund groups.
Paul Fidell, Investment Sales Manager
Paul returned to Prudential as a Business Development Manager for Investments in March 2008, having spent a year away working for Baring Asset Management. Prior to that he was an Offshore Business Development Manager with the Prudential. This is his 30th year in the industry and for 20 of those he specialised in the areas of investment, offshore tax planning and trusts. He has worked for a variety of companies including AXA, Scottish Life International and Scottish Equitable. He passed the Investment Management Certificate (IMC) in October 2007.
Gerry Gallagher
Gerry Gallagher has been a With-Profits Actuary for Prudential Assurance Company since January 2005. PAC's with-profits fund is the UK's largest, accounting for about one fifth of total with-profits business in the UK. Gerry began his actuarial career with Equity & Law before moving on to Allied Dunbar and in 1993 joined Prudential. He has held a variety of positions at Prudential including acting as appointed actuary for Prudential Retirement Income Limited from 2000 to 2003.
