For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website
PruAdviser Online Services will be unavailable from 19:00 on Friday 4 December until 23:00 on Sunday 6 December for website maintenance. We apologise for any inconvenience caused.
PruAdviser on-line services will be unavailable from 20:00 on Saturday 12 December until 12:30 on Sunday 13 December for website maintenance. We apologise for any inconvenience caused.

Webinars with Selectapension and O&M systems

Session: 3 March 2020

On these webinars, we focus on pension switching advice and have been joined by two of the largest adviser software providers – O&M systems and Selectapension.

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.

On the webinar recordings, Colin Simmons, Business Development Manager speaks to both Selectapension and O&M, where they cover:

  • reasons why and why not to switch

  • both best and poor practices that were highlighted in previous suitability review

  • what we could learn from recent defined benefit pension review and how we could introduce these learnings in the pension switching process

  • a client journey, consolidating their pension pre-retirement, then move onto income drawdown and beyond

Each webinar qualifies for 60 minutes structured CPD. Once you’ve watched a webinar, please go to the Testing Centre to answer some questions and receive a CPD certificate.

"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.

Webinars with Selectapension and O&M systems
For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website
PruAdviser Online Services will be unavailable from 19:00 on Friday 4 December until 23:00 on Sunday 6 December for website maintenance. We apologise for any inconvenience caused.
PruAdviser on-line services will be unavailable from 20:00 on Saturday 12 December until 12:30 on Sunday 13 December for website maintenance. We apologise for any inconvenience caused.

Webinars with Selectapension and O&M systems

On these webinars, we focus on pension switching advice and have been joined by two of the largest adviser software providers – O&M systems and Selectapension.

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.

On the webinar recordings, Colin Simmons, Business Development Manager speaks to both Selectapension and O&M, where they cover:

  • reasons why and why not to switch

  • both best and poor practices that were highlighted in previous suitability review

  • what we could learn from recent defined benefit pension review and how we could introduce these learnings in the pension switching process

  • a client journey, consolidating their pension pre-retirement, then move onto income drawdown and beyond

Each webinar qualifies for 60 minutes structured CPD. Once you’ve watched a webinar, please go to the Testing Centre to answer some questions and receive a CPD certificate.

"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.