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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  →


30 December 2024

An evolving industrial landscape: post-election insights from the US


30 December 2024

The outlook for 2025


10 December 2024

Beyond the Budget – Unpacking IHT changes for your clients


4 December 2024

Triple Point Venture VCT - Early bird discount extended


3 December 2024

A Postcard from Boston: Onshoring, AI and the regulation of water


3 December 2024

The second Nucleus UK Retirement Confidence Index


25 November 2024

Investing alongside science to deliver a sustainable world


11 November 2024

Triple Point - What Budget changes to Business Relief mean for clients


4 November 2024

Edwards Lifesciences: shaping the future of cardiac care


28 October 2024

Gene therapy is set to change the face of medicine


22 October 2024

What China’s economic stimulus measures could mean for investors


16 October 2024

Triple Point - Venture VCT announces 2p tax-free dividend


7 October 2024

Triple Point - VCTs: a powerful way to help clients pay less income tax


2 October 2024

The next smart move for your clients


26 September 2024

Puma VCT 13 launches new £50m fundraise


24 September 2024

3 steps advisers can take to close the gender pension gap


19 September 2024

Puma Investments- Launches Puma AIM VCT


18 September 2024

M&G Wealth - Six ways to keep clients invested for long-term success


10 September 2024

M&G Wealth - Dash to cash: why it pays to think longer-term with your client’s money


6 September 2024

Join the Defaqto Future of Advice conference


2 September 2024

Triple Point - Understanding Venture Capital Trusts (VCTs)


28 August 2024

M&G Wealth - Keeping it smooth since 2004


19 August 2024

Prudential - Cost reductions and changes to our Strategic Asset Allocation


15 August 2024

Liontrust - Building a sustainable future with social housing


15 August 2024

Puma Investments - Join our CPD webinar: Closing the gaps: IHT and Estate planning featuring Tony Wickenden


7 August 2024

Liontrust - Plugging into the energy transition


6 August 2024

Defaqto - The Future of Advice - The Defaqto Adviser Conference


26 July 2024

Hello Kitty: A big cat in the investment universe?


24 July 2024

Liontrust – A postcard from Japan: enabling the sustainable transition


18 July 2024

Liontrust - Does a brighter future for housebuilding lie ahead?


16 July 2024

Triple Point – Holistic Estate Planning Strategy for Clients


8 July 2024

Triple Point – Join our CPD webinar: helping investors plan for big life events


1 July 2024

Intergenerational wealth planning for difficult times


24 June 2024

Liontrust Sustainable Investment: Annual Review 2023


19 June 2024

Investing in the energy transition


18 June 2024

Triple Point is partnering with ESG Accord to host a webinar: "A Practical Guide to SDR and Investment Labels for Advisers."


17 June 2024

Latest PruFund monthly investment updates


13 June 2024

Defaqto MPS Comparator: the UK's only accurate MPS performance tool


12 June 2024

Hear about Triple Point Venture VCT - 18th June 2024


6 June 2024

The Nucleus Retirement Confidence Index


24 May 2024

Join us for our Breakfast Briefing with Foresight! June 4th at 9:30am


17 May 2024

Looking forward with optimism


8 May 2024

The retirement income advice red paper


8 May 2024

Liontrust Views: Why smaller can be beautiful for US equities


7 May 2024

CPD Horizon Series: Tax planning for life’s key events


18 April 2024

Liontrust: Opportunities from secular growth trends


15 April 2024

Defaqto Roadshow - The challenges and opportunities of pursuing Income


11 April 2024

Liontrust: US small caps are overlooked and undervalued


4 April 2024

Q1 2024 Rebalance – we think the backdrop is good for stocks


21 March 2024

25 years of ISAs: a quarter of a century of tax-efficient savings and investing


4 March 2024

Stepping out of cash needn’t be daunting


26 February 2024

Managing lifetime wealth – trends in the UK retirement advice industry


23 February 2024

Empowering advice for women in finance


14 February 2024

Tech Matters is here!


5 February 2024

Defaqto upcoming event – Engage webinar 22nd February


1 February 2024

The gender divide in retirement confidence


30 January 2024

SDGs in focus: climate and nature


26 January 2024

Tax year end prep. We’re here to help.