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Prudential - Upcoming Webinars September and October 2020

17 September 2020

Our Adviser Support Programme aims to give you the best in technical and business development support, so you can continue to give your clients the benefit of your professional expertise.

Can you take the tax out of politics or the politics out of tax? 

Thursday 24 September - 10am

The last couple of years have been dominated with the run up to Brexit. And then into 2020 along came Covid. In the financial planning world there hasn’t been much in the way of tax changes of late, but there have been several consultations looking at potential for change in the tax system.

With one eye on a potential Autumn Budget, Vince Smith-Hughes, Director of Specialist Business Support; Les Cameron, Head of Technical, and Michael Collins, Director of Government Affairs talk through the current state of the nation and the factors that will drive where we might end up next.

This session should help you gain a better understanding of:

  • What this could mean for your clients and what actions could be taken now

  • The current political, economic and tax landscape and how it could affect financial planning

If you've any questions you'd liked answered on the webinar, please email them into [email protected]

Gain up to 60 minutes structured CPD

Register for 10am session  →

PruFund Series E monthly update 

Friday 25 September - 2pm

On this webinar Paul Fidell, Senior Business Development Manager, will look at the recent performance on the Series E version of PruFund.

Register for 2pm session  →

Ensure your CIP stands the test of time 

Thursday 1 October - 11am

Centralised Investment Propositions (CIPs) are common practice now amongst most adviser firms. As the title suggests, how can you ensure that your CIP is future proof and will stand up to the test of time? In line with the regulator, an adviser firm will need to ensure that their CIP is managed, reviewed and continues to meet client outcomes.

On this webinar Cat McInally will look back at the regulatory backdrop, pressures of CIP, and consider the challenges faced. Then, given the increasing use of ‘passive’ solutions, Michael Watt (Treasury & Investment Office) will discuss current investment themes and our approach to multi asset investing in the passive space.

This session should help you gain a better understanding of:

  • Adviser centralised investment propositions and the challenges faced

  • The key regulatory issues impacting on the centralised investment propositions

  • The key issues impacting on the investment world

  • How evolving capital markets can be captured in multi asset investing

Gain up to 60 minutes structured CPD

Register for 11am session  →

16 December 2021

Invesco - Investment Intelligence Seminars 2021 - On demand

14 December 2021

Invesco - 2022 investment outlooks

10 December 2021

Prudential: Case study 3 - Funding for decumulation

8 December 2021

intelliflo - Uncovering the advice gap; the Advice Map of Britain

29 November 2021

Just WIN, WIN, WIN... Thank you

26 November 2021

Blackfinch Energy acquires largest solar farm to date

26 November 2021

ESG at Invesco

26 November 2021

Prudential - International Portfolio Bond – helping your clients help the planet

16 November 2021

Octopus On Film - Diversity and inclusion

3 November 2021

What investors want: Our research on client perceptions of ESG investing

3 November 2021

Mitigo - Why cyber risk management is not the same as IT support

28 October 2021

intelliflo - Why you shouldn’t discount technology for older clients

28 October 2021

Prudential - The year of 2.5 budgets

25 October 2021

Invesco - Small steps to a better future

15 October 2021

Prudential - ISA Case study 1 – Managing volatility with cash

14 October 2021

Prudential On Film - ESG

12 October 2021

intelliflo - How technology will impact the future of paraplanning and advice

11 October 2021

Just: Winners of Just Group vulnerable customer awards announced

11 October 2021

Prudential: ESG Policy for the Risk Managed Passive and Risk Managed Active fund ranges

7 October 2021

Aegon - Thinking ahead: Social care funding and intergenerational advice

13 September 2021

Invesco - Investment Intelligence Seminars 2021 – register now

8 September 2021

Blackfinch Renewable European Income Trust September 2021

7 September 2021

intelliflo - Five benefits of a client portal

7 September 2021

Prudential - Our 'Future-proofing Fridays' seminars are coming to you virtually

6 September 2021

Prudential - New PruFund Support

26 August 2021

PruFund range of funds - EGR and UPR announcement

26 August 2021

intelliflo - The power of deep integrations

25 August 2021

PruFund Planet - Support for your ESG client conversations

23 August 2021

Prudential - PruFund Planet - How are the funds managed?

20 August 2021

Prudential - Download the app for automatic daily valuations through intelliflo

12 August 2021

Prudential - The Great Reset: Why it's time to invest for a sustainable recovery

11 August 2021

Prudential - Planning for education?

6 August 2021

Invesco - It's more about growth than inflation

6 August 2021

Prudential - Sir Isaac Newton’s first law of motion and ESG

3 August 2021

Prudential - PruFund Planet - The power to create the world your clients want

2 August 2021

Prudential - Our 'PruFund Planet - a world of good' seminar is coming to you virtually

21 July 2021

Just on Film - Vulnerable Clients

19 July 2021

Prudential - Pep up your ISA planning webinar

7 July 2021

intelliflo - Future-proofing your technology