Prudential - Upcoming Webinars September and October 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  →