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55%, 25% or 0%: How much should you pay, when it comes to LTA?

On this webinar Jacqueline Clezy worked through a typical case study demonstrating the highly nuanced area of Lifetime Allowance planning.

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Upcoming webinars

Learn more about our upcoming webinars over the next quarter.

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CP19/25 “Pensions Transfer Advice: Contingent charging and other proposed changes”

The FCA have issued a few papers and CP19/25 ‘Pension transfer advice: Contingent charging and other proposed changes’ has instantly generated much interest and headlines. On this webinar, Les Cameron, pulled out the key areas of detail from the paper.

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FinTech Webinar Week

Learn more about our FinTech Webinar Week.

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Investment Webinar – Passive/Active Fixed Income – deep dive into why we do both

On this webinar, Michael Watt, Product Specialist at M&GPrudential T&IO covered of an introduction to Fixed Income within Risk Managed Passive and Risk Managed Active, why do we choose to use active Fixed Income within the RM Passive funds and finally understanding the depth and scale of resource within M&GPrudential Fixed Income capability.

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Investment webinar – why alternatives

On this webinar Adrian Gaspar, Product Specialist at M&GPrudential T&IO, looked at an introduction to alternative investments, how Prudential access alternative investments within their collective portfolios, liquidity and performance and finally the future opportunities.

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Bond & OEICs taxation quiz

Last year you told us you like our interactive quizzes, so on the 20 June we had one for you.

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Update on the PruFolio refresh

On this webinar, Martin Green, Business Development Investment Manager gave an update on the refresh of the active and passive fund ranges. He covered the rationale for the changes and also gave a performance update.

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Quarterly market update from Prudential

This webinar looked at recent performance and Expected Growth Rates on the PruFund range from Prudential. M&GPrudential Treasury and Investment office also provided a market update and gave an update on the current portfolio positioning for PruFund.

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Suitability reviews

Vince Smith-Hughes, Director of Specialist Business Support, was joined again by Rory Percival. They considered what disclosure requirements there are for clients on an ongoing basis, and how these can be presented to clients. They also looked at how to assess client suitability at reviews to continue to ensure client objectives remain in focus. Finally, they looked at some of the options to consider when looking at SIPP reviews.

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Centralised retirement proposition

Vince Smith Hughes, Director of Specialist Business Support, was joined again by Rory Percival. They considered how regulatory requirements and meeting client objectives can both be met with a clear definitive advice process. They considered PROD requirements, the building blocks needed for a successful proposition and how clients at retirement can be practically segmented.

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The role and importance of Manager Oversight

On this webinar, we looked at the role and importance of Manager Oversight. We covered what Manager Oversight do, how they select managers, mandate design and why this is different.

Top Slicing Relief webinar

Graeme Robb discusses the recent changes to HMRC top slicing guidance for bonds. He talks about why it exists, how it works and the revised HMRC guidance

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Technical Question Time

On this webinar, we covered some of the common queries our technical team are dealing with.

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Prudential’s investment insights

Phil Butler, Multi-Asset Portfolio Manager discussed our refreshed range of Risk Managed Active and Risk Managed Passive funds. He also covered, what the ranges are and how we manage them, what strategic asset allocation is in place now and how we do tactical asset allocation.

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Investment Matters webinar

It is an established philosophy that there are three essential elements to a healthy mind-set; Learn from the past, Plan for the future & Live in the present. This philosophy also applies to the world of investments.

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Defined Benefit transfer advice

On this webinar Vince Smith-Hughes and a panel of experts discuss good practices when considering Defined Benefit scheme transfers and other topics.

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Quarterly market update from Prudential

On this webinar, Prudential Portfolio Management Group (PPMG) and Paul Fidell from Prudential, will provide an update on the markets over the last quarter.

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Brexit update – implications for financial services

On this webinar, Branimira Radoslavova, Head of Government Relations, Europe and International at M&G Prudential will discuss latest Brexit developments on both sides of the Channel, the outlook for a future EU-UK trade deal and implications for financial services.

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Inheritance Tax – overview, update, planning & trusts

Against a backdrop of the seemingly inexorable rise in IHT receipts and an ongoing review into the complexities of the IHT regime, more than ever, clients need advice on IHT planning options.

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Value for money without compromise?

With many advisers balancing the challenge of achieving greater diversification in a more cost effective way, we demonstrated that sacrifice is not always required.

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Planning Opportunities for Tax Year End

Learn about the planning opportunities for clients as we approach tax year end – making the most of inheritance tax exemptions, capital gains tax exemptions and ISA allowances.

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Majoring on the Macro - Learning Matters Webinar

Joint webinar with M&G and Prudential bringing together Financial Planning and an Economic Update. This webinar is for those that couldn’t make one of our seminars that took place across the UK.

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Suitability Matters webinar

Rory Percival, regulatory consultant, joined us with a wide ranging assessment of topical regulatory issues in the investment and retirement space. Colin Simmons – Business Development Manager (Pensions) focused on delivering good customer retirement outcomes. Alongside Rory and Colin, John Glover of Moneyalive showed attendees how their system can be used to triage clients considering asking for advice in respect of their defined benefit scheme, without crossing the line into advice. This webinar is for those that couldn’t make one of our seminars that took place across the UK.

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Budget 2018 – our analysis

The Government's plan is to build a stronger, more prosperous economy, building on the recent Spring Statement and last year’s Budget. Prudential’s Technical Managers have analysed the Budget and summarised what it means for you and your clients.

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Defined Benefit transfers – meeting client objectives and regulatory requirements

On this webinar Vince Smith-Hughes was joined by a panel of experts in different aspects of DB transfers. Vince is joined by Luke Dickens of Selectapension, Jamie Newell of Q3 insurance – a specialist firm in securing professional indemnity to advisers and Damian McPhun of Beale and Co solicitors. The panel looked at various topical aspects of DB transfers, with the emphasis on achieving good client outcomes, meeting regulatory and professional indemnity requirements and helping to futureproof advice processes.

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CPD Quiz Webinar – Annual Allowance

On this webinar, through a series of testing questions, Jacqueline Clezy looked at what’s included in the Annual Allowance, when different Annual Allowance limits apply, covering the Money Purchase Annual Allowance and the Tapered Annual Allowance and finally she looked at Annual Allowance planning.

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Delivering better client outcomes with the same pot of money?

On this webinar, Les Cameron, Head of Technical took a look at your client’s existing savings and investments and asked…Can they work harder? Are they still in the right tax wrapper? Is there money still working the best for their needs? Les took a look at the taxation of the main tax wrappers and worked through some case studies showing how you could improve customers outcomes working only with their existing funds.

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CPD Quiz Webinar – Taxation of trusts

On this webinar, through a series of testing questions, Helen demonstrated how different types of investments are taxed within trusts covering income tax, capital gains tax and inheritance tax. She also looked at the tax on the different types of trusts commonly used today.

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Regulatory reality check

On this webinar, we had guest speaker Mike Barrett (Consulting Director) at Lang Cat. He looked at the key implications of Investment Platforms Market study interim report for financial intermediaries, the new costs and charges reports which will be issued by platform providers in the coming months and consider how to prepare clients. He also covered the long term administrative and cost impacts of MiFID II and some possible solutions, what MiFID II means for model portfolios and dealing with DFMs. And finally what the changes to the FCAs rules in PROD mean for financial intermediaries and the common mistakes to avoid.

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CPD Quiz Webinar - Pension Death Benefits

On this webinar, through a series of testing questions, Jacqueline Clezy looked at flexible death benefit options, scheme discretion and expressions of wish/nominations. She covered lifetime allowance tax and finally using trusts.

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CPD Quiz Webinar - Lifetime Allowance

On this webinar, through a series of testing questions, Jacqueline Clezy looked at the operation of the lifetime allowance, benefit crystallisation and lifetime allowance protections

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Collaboration and Estate Planning

On the webinar, we had guest speakers, John Gaskell (ICAEW) and Eric Clapton (Vice Chair of ICAEW Personal Financial Planning advisory group). Through a case study and Q&A session, we explored the importance of collaboration when estate planning.

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University Fees Planning

On the webinar, we used a case study to explore planning for university funding, including what trusts can be used and how they’re taxed.

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CPD Quiz Webinar – Income Tax

On this webinar, through a series of testing questions, Liz Hardie looked at the different types of income, the order in which they are taxed and how they interact with each other for individuals.