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Our seminars are designed to inform and educate on a wide variety of topics. Below you'll find recordings of our latest seminars.

We created a tailored seminar programme around the theme of ‘Managing future risk’. These risks exist on both a macro and micro basis, so we’ve tried to put ourselves in your shoes and help you to address some of your technical, investment and regulatory concerns.

Each session qualifies for 45 minutes structured CPD.

Seminar recordings

 

State of the nation – Politics, Tax, Economy & Investment

Thursday 4 February

Politics, tax, the economy and investment are inextricably linked. Individually and collectively they can have a big impact on UK financial planning.

  • Politics plays a key part in tax policy and the economy. What is the current political climate? How will the national debt be dealt with? Where has Brexit taken us?
  • What changes could we see to the tax landscape?
  • And the $64,000 question - what does this mean for investments? 

As we move into 2021, Vince Smith-Hughes, Director of Specialist Business Support; Les Cameron, Head of Technical, Michael Collins, Director of Government Affairs and Mark Riggall, Head of Client Portfolio Management, took stock of the current state of the financial planning nation and pondered where we are and where we're going.

Watch the recording and gain 45 minutes structured CPD.

 

Environmental, Social and Governance (ESG) and M&G

Thursday 11 February

Cat McInally, Business Development Manager and Mark Riggall, Head of Client Portfolio Management discussed the phenomena of ESG and how it's set to change the face of investment advice in the UK. In particular they looked at what is means for M&G plc, and the ESG oversight that's applied to Prudential's funds. In addition they looked at what practical steps advisers can take now, and how to embed ESG in their new client on-boarding process and also their client reviews.

Watch the recording and gain 45 minutes structured CPD.

Later Life Planning

Thursday 18 February

With the population of the UK ‘getting older’ and indeed the most elderly cohort being the fastest growing segment – advisers have a new set of challenges when prioritising the needs and wants of these clients. With later life planning now more pressing, we looked at some of the issues these clients may face. In particular, how do you ensure clients have enough capital to last them until the end of their lives while balancing their desire to leave assets to the next generation rather than the tax man in the form of Inheritance Tax (IHT)? This can be a tricky balancing act especially should these clients require long term care bringing their assets into consideration from local authority assessments. In addition, what if you don’t want to leave your wealth to the next generation, or to be more specific, certain family members? It’s a situation most will have encountered in their dealings with clients which can lead to awkward conversations.

In this session we had an in depth look at some planning points we need to be aware of when dealing with later life planning, such as the role and responsibilities of attorneys , gifting and the treatment of different types of assets for financial assessment. We also covered off some planning points and things to consider when dealing with some of the more awkward family situations.

Watch the recording and gain 45 minutes structured CPD. 

Review of 2020, outlook for rest of 2021

Thursday 4 March

Paul Fidell, Senior Business Development Manager looked at the recent performance and Expected Growth Rates (EGRs) on the PruFund range from Prudential and also the 2021 Bonus Declaration. M&G Treasury and Investment Office also provided a market update and considered the impact of 2020 and the prospects going forward. 

Watch the recording and gain 45 minutes structured CPD. 

Exceptional Planning in extraordinary times

Thursday 11 March

Colin Simmons, Business Development Manager looked at ways to future proof your business as we make the transition towards a post Covid future. He looked at what the opportunities are when considering how we provide clients with better outcomes in relation to how their financial situation was effected by Covid. 

He considered how a pension can be used to provide exceptional planning opportunities for the different generations in these extraordinary times. How tax relief can be maximised whether a client has been a winner or sadly a loser from the pandemic, with a focus on some intergenerational planning ideas for your business and their futures. 

Return of the Consumer

Thursday 18 March

2021 – how do we move on from the year that never happened? 2020 – the year that never happened, or perhaps one we could like to forget? We saw economic activity dry up in 2020 with fewer consumers buying and few companies investing. However your choose to remember it (or not), it had a dramatic effect on the global economy and no doubt will have a lingering effect in 2021.

On this session, Cat McInally and Kirsty Anderson, Business Development Managers covered off the main investment themes for 2021. In particular they focused on the theme of inflation and the potential outcomes. There are two main trains of through around inflation for 2021. One camp will tell you inflation is dead, while others are increasingly vocal about how they believe inflation is set to return. They discussed both sides of the argument and what this may mean moving forward for your client’s portfolios, their retirement income planning and other tax wrapper advice issues.

Watch the recording and gain 45 minutes structured CPD.

Trust in the Future

Thursday 25 March

In this session Graeme Robb, one of our Senior Technical Managers explored the Trust Registration Service (TRS) and considered how it's been shaped by not one, but two Money Laundering Directives (4MLD & 5MLD). He analysed which trusts are included and which are exempt and explained what information is required, who is responsible and when. This session is vital to assist advisers when interacting with trustees.

Watch the recording and gain 45 minutes structured CPD.

 

 

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are 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 the United Kingdom.