Pensions and Retirement Income
Within this page you'll be able to access adviser and client-facing technical materials on key pensions and retirement income 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.
| Item | Media | Colour |
|---|---|---|
NEW Time flies - A summary of key tax planning opportunities before April 2012
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NEW In a fix over the reduced Lifetime Allowance - A look at Fixed Protection
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NEW Two birds, one stone - Changes to IHT rules for pensions
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view (402k) |
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NEW Retiring traditional thinking - The use of asset-backed annuities and smoothed funds in retirement planning
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NEW Focus on: Annual Allowance Changes
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NEW Focus on: Fixed Protection and the Lifetime Allowance Reduction
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view (451k) |
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Income Drawdown and Income Recycling case study
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view (178k) |
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Pensions & divorce / dissolution
of civil partnerships
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| Item | Media | Colour |
|---|---|---|
NEW Oracle Issue 4 - Beat the Budget - covering letter - April 2011
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view (36K) |
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NEW Oracle Issue 4 - Retiring Soon? Client questionnaire covering letter for prospective clients - April 2011
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view (35K) |
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NEW Oracle Issue 4 - Retiring Soon? Client questionnaire covering letter for existing clients - April 2011
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view (35K) |
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Oracle Issue 3 - Your retirement could last decades - November 2010
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view |
Speak to a technical expert
If you have a specific question you need answering, you can speak to one of our technical experts.
Contributors
Vince Smith-Hughes, Head of Business Development for Retirement Income
Vince Smith-Hughes is Head of business development for retirement income at Prudential and has worked in the financial services sector for 25 years. Vince has previous experience in pension roles with Winterthur Life, AIG Life Wealth Management and has also been an IFA.
Nick Hunt, Markets Development Manager
Nick Hunt is Prudential's Markets Development Manager. He specialises in regulatory and legislative changes affecting the financial services industry. Nick has a post graduate diploma in Marketing and is a Chartered Marketer with the CIM. Nick's career in financial services spans 22 years and he joined Prudential following successful account manager, BDM and sales training roles with Standard Life, Axa and AMP.
Gerry Brown, Trusts & Tax Manager
Gerry Brown is Prudential's Manager for Tax & Trusts. He is a Chartered Accountant and a member of the Society of Trust and Estate Practitioners (STEP). He also holds the Diploma of the Personal Finance Society. Having graduated from university with a degree in Economics, Gerry joined what was then the Inland Revenue as an Inspector of Taxes. He left the Inland Revenue to train as a Chartered Accountant and worked in various accountancy practices specialising in tax. He has worked in the life assurance industry since 1995.
Ian Rosevear
Ian has over twenty years experience in financial services sales with several major Life Offices, latterly specialising in the pensions and at-retirement areas having joined Prudential as a pensions Business Development manager in 2003.
Matthew Stephens
Matthew Stephens is Head of Product & Sales Technical at Prudential. He has over 20 years' experience in the financial services industry and joined Prudential in 2010 from Wesleyan Assurance Society, where he was Head of Technical Services. Prior to that Matthew spent several years at Equitable Life and working in the IFA arena in technical financial planning roles. Matthew is a member of the Society of Trust & Estate Practitioners, a Certified Financial Planner and holds the Diploma from the Personal Finance Society.
Colin Simmons, Business Development Manager
Colin is a Business Development Manager for Pensions and Retirement Income at Prudential. He has worked for Prudential for 9 years. He started work in the Banking and Finance departments before becoming a Prudential Financial Adviser. For the last five years Colin has been a Retirement Income Specialist, pioneering Prudential's growth in both the conventional and Investment annuity market. He has also worked on the development of Prudential's Personal Pension, Income Drawdown, and Income Choice Annuity.
