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Full, Partial or both - how to withdraw money from insurance bonds

Session: 8 October 2020

Many of your clients will have Onshore and Offshore insurance bonds as part of their portfolios. At some point they may ask for help to make a withdrawal. Should you surrender full segments? Should it be a partial across segments? A mixture? What tools can help?.

This session will help you gain a better understanding of:

  • Calculating gains on full surrenders
  • Calculating gains on partial surrenders
  • Full segment surrender v partial surrender considerations when using full or partial withdrawals
  • How Prudential’s Bond Gain Modeller can help with your planning

Presenters – Les Cameron - Head of Technical

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. 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.