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Pep up your ISA planning

Session: 29 July 2021

The ISA has been with us for a little over two decades and is a relatively simple tax wrapper.  But financial planning is not simple. 

At the last count there was some £620 billion accumulated in ISAs. 

In this webinar Les Cameron, Head of Technical, and Cat McInally, Investment Business Development Manager take a look at the demographics and trends we have seen getting to that £620 billion figure.  But, importantly, what should the financial planner be thinking of?

Cat will home in on the investment issues that should be considered for ISA holders. And Les takes a look at the financial planning considerations - when do you start, when should you stop and when might it be time for a change?  Looking at young savers, older withdrawers, and all points in between this should be an essential session for those looking for the best outcomes for their new and existing ISA savers.  

This session should help you gain a better understanding of:

  • The current demographics of UK ISA holders
  • The investment considerations for new and existing ISA holders
  • The financial planning considerations for new and existing ISA holders

Virtual Seminar Programme

Our virtual seminar programme is taking place throughout May. 

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"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.