Prudential - Pension SwitchingWebinars with Selectapension and O&M Systems
Our latest recorded webinars focus on pension switching advice and feature representatives from Selectapension and O&M systems.
Pension switching is an area of advice that’s highly valued by clients. And technology can help to improve an adviser's suitability process which will benefit both client outcomes and help to ensure regulatory requirements are met.
To get your CPD certificate you need to visit our Test Centre and take the test.
Watch Selectapension webinar
Watch O&M Systems webinar
Supporting your client’s retirement journey
With the tax year end approaching, you want to be able to set up your clients’ payments in plenty of time, efficiently and have access to the tools that help you speed up the process. Our Retirement Account with improved online services, might just be the answer you’re looking for.
Sequencing of risk return video
Vince Smith-Hughes discusses sequencing of risk return. Look at examples of income taken, the order of returns and the possible impact on the future value of the fund.