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Our seminars are designed to inform and educate on a wide variety of topics. Below you'll find a list of our latest live seminars to register for. Plus access to recordings of our "Managing Future Risk" seminars.

All our seminars qualify for accredited CPD.

Upcoming seminars
 

The Future of Pensions Advice: Part 1 - 'Definitive breakdown of the final Defined Benefit Rules'

Tuesday 11 May 2021
10am - 11.30am - 1 hour session followed by 30 minutes Q&A
60 mins structured CPD – CII & CISI and specific Pension Transfer Specialist (PTS) CPD

In this seminar, Mark Devlin, our Senior Technical Manager for Pensions, talks about the final piece of the Defined Benefit (DB) advice jigsaw - the Finalised Guidance paper FG21/3 - and how M&G are responding to this guidance after its release on 31 March. 

The paper is essential to understanding the FCA's expectations and rules for advising clients on giving up safeguarded benefits. Mark will walk you through the DB journey since pensions freedoms landed, and highlight what the regulator expects to see on files to back up all recommendations for safeguarded benefit transfers and conversions. 

After the seminar Les Cameron, Head of Technical at Prudential, will host a Q&A where Mark will apply his expert perspectives to any questions you want to ask. 

As a slight spoiler, this will qualify for the specific CPD requirements for Pension Transfer Specialist (PTS) (more in the presentation), although you don't need to be a PTS to attend to gain the usual CPD too.

Learning outcome - to understand: 

  • The FCA's requirements on DB transfer advice encompassing the latest publication of finalised guidance FG21'3 advising on pension transfers

The Future of Pensions Advice: 'Part 2 - Drawdown - have we learned the lessons?' 

Wednesday 12 May 2021
10am - 11.30am - 1 hour session followed by 30 minutes Q&A
60 mins structured CPD – CII & CISI

The FCA’s finalised guidance on DB transfers has a direct impact on retirement advice and centralised retirement propositions. In this seminar Andrew Nash, Pensions Business Development Manager at Prudential, will discuss that impact and how to ensure best practice is applied in income drawdown situations.

Andrew will also talk about cashflow modelling stress testing, and methods for assessing both predictability and sustainability of drawdown planning. You’ll have the opportunity to submit questions during the session, which will be answered at the end. 

After the seminar Les Cameron, Head of Technical at Prudential, will host a Q&A where Andrew will apply his expert perspectives to any questions you want to ask.

Learning outcomes – to understand:

  • How FCA guidance on DB can influence your overall retirement advice process
  • Considerations for stress testing income drawdown
  • Assessing predictability and sustainability in drawdown planning

The Future of Pensions Advice: 'Part 3 - Tax Relief, Annual Allowance and a pair of pension tax tools'

Thursday 13 May 2021
10am - 11.30am - 1 hour session followed by 30 minutes Q&A
60 mins structured CPD – CII & CISI

Pension planning is nothing without knowing the tax implications of the advice, which can involve a lot of complex calculations.

In Part 3 of this seminar series, Neil MacLeod from our Technical team will outline the theory of two of our most-used pension tools and demonstrate how to use them to produce the right outcomes for your clients.

After the seminar Les Cameron, Head of Technical at Prudential, will host a Q&A where Neil will apply his expert perspectives to any questions you want to ask.

Learning outcomes – to understand:

  • How tax relief is given for pension contributions
  • The annual allowance rules
  • How our tools and calculators can help your clients understand the benefits of pension tax planning

Understanding the Investment Paradox

Thursday 20 May 2021
9.30am - 12.30pm
150 minutes structured CPD - CII and CISI

As many places in the world still deal with the pandemic we also see exuberant stock markets! So how should investors confront how to play a post-coronavirus recovery? 

Join our ‘Understanding the Investment Paradox’ seminar to hear our asset allocation outlook for 2021 and our views on the key themes across Fixed Income, Equities and Property to try to identify where the likely investment winners and losers will be going forward.

There are 4 sessions during the half day seminar which qualifies for 150 mins structured CPD:

  • 2021 Strategic Asset Allocation (SAA) - How M&G Treasury & Investment Office looks at asset allocation in 2021 – the themes we should consider and how we are integrating ESG into our asset allocation process.  
  • An Overview of Fixed Income - where can investors unlock value and what are the key drivers going forward.
  • Commercial Property Outlook – outlook for the asset class, what we’re doing about evolving the strategy and considerations post covid and understanding the threats and opportunities within the asset class
  • Exploring the Equity Market – How we choose managers to run our mandates. How we look at value and growth within them, what drivers do we see for European and Asian equities and where are the opportunities.

Learning outcomes – to understand:

  • The possible drivers and structural shifts to consider when asset allocating and where we’re allocating in the 2021 SAA
  • Where the value is in Fixed Income markets while rates and yields remain so low and whether the flood of support from governments and central banks could stoke inflation for consumers
  • What next for Commercial Property, where do we see threats and opportunities within this asset class
  • Where the opportunities in equity markets are and what the main drivers for diversification in equity allocations are

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. 

Review of 2020, outlook for rest of 2021

Thursday 4 March

Paul Fidell, Senior Business Development Manager looked 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 also provided a market update and considered the impact of 2020 and the prospects going forward. 

Watch the recording and gain 45 minutes structured CPD. 

Exceptional Planning in extraordinary times

Thursday 11 March

Colin Simmons, Business Development Manager looked at ways to future proof your business as we make the transition towards a post Covid future. He looked 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 considered 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. 

Return of the Consumer

Thursday 18 March

2021 – how do we move on from the year that never happened? 2020 – the year that never happened, or perhaps one we could like to forget? We saw economic activity dry up in 2020 with fewer consumers buying and few companies investing. However your 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.

On this session, Cat McInally and Kirsty Anderson, Business Development Managers covered off the main investment themes for 2021. In particular they focused on the theme of inflation and the potential outcomes. There are two main trains of through 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 discussed 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.

Watch the recording and gain 45 minutes structured CPD.

Trust in the Future

Thursday 25 March

In this session Graeme Robb, one of our Senior Technical Managers explored the Trust Registration Service (TRS) and considered how it's been shaped by not one, but two Money Laundering Directives (4MLD & 5MLD). He analysed which trusts are included and which are exempt and explained what information is required, who is responsible and when. This session is vital to assist advisers when interacting with trustees.

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.