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08 January 2018

Prudential kicks off 2018 with nationwide ‘planning matters’ seminars for advisers

2018

Vince Smith-Hughes,
Head of Business Development

Prudential will begin 2018 by hosting a series of nationwide ‘Planning Matters’ seminars for financial advisers.

At the sessions, which run from 24 January to 22 March 2018 and cover 21 locations across the UK, Prudential’s pension and investment experts will look at the main regulatory and technical considerations for pension transfers and focus on how to deliver evidence-based strategies to meet clients’ retirement income needs.

The seminars are free to attend, last for two hours and qualify for 120 mins Continuous Professional Development from the Chartered Institute of Securities & Investment (CISI) and the Chartered Insurance Institute. By the end of the seminar, advisers will have a better understanding of:

  • The regulatory requirements of pension transfers
  • What constitutes an evidence-based strategy for retirement income needs
  • The role of other tax wrappers in meeting clients’ retirement needs
  • A retirement case study to review the main strategies for income
  • Hard, soft or no deal – the impact of different Brexit scenarios on advisers’ portfolios
  • What lies beyond bonds, equities and real estate for a multi-asset investment fund

Vince Smith-Hughes, director of specialist business support at Prudential, said: “It’s an excellent time to be a financial adviser as more and more clients are realising the value of advice. Since the introduction of pension freedoms looking for advice on retirement planning is high on the list for many clients and we know that income drawdown planning is seen as a key advice area by many advisers.

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M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in England and Wales.

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M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in England and Wales.

M&G plc は、イングランド及びウェールズで設立・登録。本社登録地は10 Fenchurch Avenue, London EC3M 5AG。登録番号11444019。M&G plcは持ち株会社で、その子会社の一部はPRA(健全性監督機構)及びFCA(金融行為規制機構) に認可され、それらの規制対象となっています。

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M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in England and Wales.