PruAdviser Online Services ​for Retirement Account will be unavailable from 18:00 until 22:30 on Saturday 6 March for essential maintenance. We apologise for any inconvenience caused.
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A tailored seminar programme run weekly, every Thursday over February and March.

Our seminars are designed to inform and educate on a wide variety of topics. You’ll find details below of our latest seminar events to register for.

We’ve created a tailored seminar programme around the theme of ‘Managing future risk’. These risks exist on both a macro and micro basis, so we’ve tried to put ourselves in your shoes and help you to address some of your technical, investment and regulatory concerns.

Each session qualifies for 45 minutes structured CPD.

Review of 2020, outlook for rest of 2021

Thursday 4 March

2pm - 3pm

Paul Fidell, Senior Business Development Manager will look at the recent performance and Expected Growth Rates (EGRs) on the PruFund range from Prudential and also the 2021 Bonus Declaration. M&G Treasury and Investment Office will also provide a market update, considering the impact of 2020 and the prospects going forward.

Learning Outcomes – to give you a better understanding of:

  • A review of the last quarter in respect of Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs)
  • The performance of the PruFund range of funds, in both absolute and relative terms
  • The 2021 Bonus Declaration
  • The market context driving the performance of PruFund and With-Profits

Exceptional Planning in extraordinary times

Thursday 11 March

10am - 10.45am

Colin Simmons, Business Development Manager, will look at ways to future proof your business as we make the transition towards a post COVID future. He’ll look at what the opportunities are when considering how we provide clients with better outcomes in relation to how their financial situation was effected by COVID. 

He’ll consider how a pension can be used to provide exceptional planning opportunities for the different generations in these extraordinary times. How tax relief can be maximised whether a client has been a winner or sadly a loser from the pandemic, with a focus on some intergenerational planning ideas for your business and their futures.

Learning Outcomes – to have an understanding of:

  • Utilising the £77bn that was saved in the UK in the first six months of the pandemic
  • How pensions can be utilised to support the winners and losers
  • Making the most of the allowances and pension tax relief
  • Considerations for those requiring access to their pensions.

Return of the Consumer

Thursday 18 March

10am - 10.45am

2021 – How do we move on from the year that never happened? 2020 – the year that never happened, or perhaps one we would like to forget? We saw economic activity dry up in 2020 with fewer consumers buying and fewer companies investing. However you choose to remember it (or not) it had a dramatic effect on the global economy and no doubt will have a lingering effect in 2021. 

In this session, Cat McInally and Kirsty Anderson, Business Development Managers will cover off the main investment themes for 2021. In particular they’ll focus on the theme of inflation and the potential outcomes. There are two trains of thought around inflation for 2021- one camp will tell you inflation is dead while others are increasingly vocal about how they believe inflation is set to return. They’ll discuss both sides of the argument and what this may mean moving forward for your client’s portfolios, their retirement income planning and other tax wrapper advice issues.

Learning Outcomes – to demonstrate an understanding of:

  • Key investment themes for 2021 with a particular focus on inflation
  • The theory behind the arguments “for and against” the return of inflation
  • How this may impact client portfolios, retirement income planning and other tax wrapper considerations.

Trust in the Future

Thursday 25 March

10am - 10.45am

In this session Graeme Robb, one of our Senior Technical Managers will explore the Trust Registration Service (TRS) and consider how it has been shaped by not one but two Money laundering Directives (4MLD & 5MLD). He’ll analyse which trusts are included and which are exempt and explain what information is required, who is responsible and when. This session is vital to assist advisers when interacting with trustees.

Learning Outcomes - to demonstrate an understanding of:

  • The background to the introduction of the Trust Registration Service
  • The impact 4MLD & 5MLD has had on trusts
  • Which trusts are included and which are exempt
  • The deadlines.

Seminar recordings

 

State of the nation – Politics, Tax, Economy & Investment

Thursday 4 February

Politics, tax, the economy and investment are inextricably linked. Individually and collectively they can have a big impact on UK financial planning.

  • Politics plays a key part in tax policy and the economy. What is the current political climate? How will the national debt be dealt with? Where has Brexit taken us?
  • What changes could we see to the tax landscape?
  • And the $64,000 question - what does this mean for investments? 

As we move into 2021, Vince Smith-Hughes, Director of Specialist Business Support; Les Cameron, Head of Technical, Michael Collins, Director of Government Affairs and Mark Riggall, Head of Client Portfolio Management, took stock of the current state of the financial planning nation and pondered where we are and where we're going.

Watch the recording and gain 45 minutes structured CPD.

 

Environmental, Social and Governance (ESG) and M&G

Thursday 11 February

Cat McInally, Business Development Manager and Mark Riggall, Head of Client Portfolio Management discussed the phenomena of ESG and how it's set to change the face of investment advice in the UK. In particular they looked at what is means for M&G plc, and the ESG oversight that's applied to Prudential's funds. In addition they looked at what practical steps advisers can take now, and how to embed ESG in their new client on-boarding process and also their client reviews.

Watch the recording and gain 45 minutes structured CPD.

Later Life Planning

Thursday 18 February

With the population of the UK ‘getting older’ and indeed the most elderly cohort being the fastest growing segment – advisers have a new set of challenges when prioritising the needs and wants of these clients. With later life planning now more pressing, we looked at some of the issues these clients may face. In particular, how do you ensure clients have enough capital to last them until the end of their lives while balancing their desire to leave assets to the next generation rather than the tax man in the form of Inheritance Tax (IHT)? This can be a tricky balancing act especially should these clients require long term care bringing their assets into consideration from local authority assessments. In addition, what if you don’t want to leave your wealth to the next generation, or to be more specific, certain family members? It’s a situation most will have encountered in their dealings with clients which can lead to awkward conversations.

In this session we had an in depth look at some planning points we need to be aware of when dealing with later life planning, such as the role and responsibilities of attorneys , gifting and the treatment of different types of assets for financial assessment. We also covered off some planning points and things to consider when dealing with some of the more awkward family situations.

Watch the recording and gain 45 minutes structured CPD. 

 

 

"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.