WEBINAR

Understanding trusts and trustee investment duties

With more and more people using trusts for lifetime gifting or creating a trust in their will, advising trustees is a key area of financial planning. There may be some similarities with advising individuals, but giving advice to trustees is a very different animal.

WEBINAR

The Defined Benefit Transfer Panel Debate

Vince Smith-Hughes is joined by Gary Kershaw, Group Compliance Director at Simply Biz, Will King, Head of Business Development at Pension Works and Dan Kelly, Managing Director at Onyx Insurance Brokers for a debate around some of the key themes affecting the DB transfer market.

Prudential Risk Managed Collectives Q1 2021 Update

Phil Butler, Portfolio manager at the Treasury and Investment Office (T&IO) and Paul Fidell, Senior Business Development Manager review how the Risk Managed Collective funds have performed in Quarter 1 and the underlying assets contributing to this performance.

WEBINAR

Managing better outcomes by managing your ISA's

On this webinar Les Cameron and Vince Smith-Hughes took a look over how the ISA market has developed and grown since their introduction in 1999. They gathered their thoughts on what opportunities there may be for advisers to deliver better outcomes for clients.

WEBINAR

Stress Testing Webinars

Colin Simmons, Business Development Manager introduces five recordings from some of the industries leading technology providers. We've invited them to demonstrate how simple and effective it is for an adviser to run stress testing scenarios for their client, when using drawdown and cash flow modelling systems.

WEBINAR

Spring Budget 2021

Our technical team talk through the key points from the chancellors budget on 3 March 2021, bringing you the detail on the topics they think matter to you and your clients.

WEBINAR

PruFund Quarterly update

On this webinar, Paul Fidell, Business Development Manager looked at the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) on a number of different products and discussed any changes made and why.

WEBINAR

Prufolio Collectives Update

Phil Butler, Fund Manager at the Treasury and Investment Office and Paul Fidell, Senior Investment Business Development Manager, provide an update on the PruFolio collective funds, including their aims and objectives and how we're currently managing the funds.

WEBINAR

Annual Allowance Tax Year End Quiz Webinar

Each tax year end our technical team get asked a lot of questions about tax and pensions! This year our technical team hosted three tax year end themed quiz webinars. On this webinar, Barrie Dawson, Technical Manager covered the common things to think about when it comes to Annual Allowance with a tax year end slant on things.

WEBINAR

Tax and Trusts Tax Year End Quiz Webinar

Each tax year end our technical team get asked a lot of questions about tax and pensions! This year our technical team hosted three tax year end themed quiz webinars. On this webinar, Graeme Robb, Senior Technical Manager covered the common things to think about when it comes to tax and trusts with a tax year end slant on things.

WEBINAR

Pensions Tax Relief Tax Year End Quiz

Each tax year end our technical team get asked a lot of questions about tax and pensions! This year our technical team hosted three tax year end themed quiz webinars. On this webinar, Mark Devlin, Senior Technical Manager covered the common things to think about when it comes to pension tax relief with a tax year end slant on things.

WEBINAR

10 things you Absolutely need to know about Bare Trusts

On this webinar, Graeme Robb, Senior Technical Manager helped you gain an understanding of the following: The use of Absolute trusts in lifetime planning, Absolute/ Bare trusts created on death, The income tax, CGT and IHT treatment of Bare/Absolute trusts and planning considerations when using Bare/Absolute trusts.

WEBINAR

Quarterly Market update from Prudential

On this webinar, Paul Fidell looked at the recent performance and Expected Growth Rates (EGRS) on the PruFund range from Prudential. M&G Treasury and Investment Office also provided a market update and also gave an update on the current portfolio.

WEBINAR

The Planning and Practicalities of Loan Trusts

The Loan Trust has been a long established feature of the Inheritance Tax and Estate Planning landscape. The Loan Trust isn't the most IHT efficient of your standard insurance companies trusts. But it's operation and flexibility means it's an essential part of the financial planners toolkit. It's a useful solution for everything from probate planning to having your client's make that first step to giving some of their money away.

WEBINAR

Les’ Big Fat Quiz of the Year

Our technical team have been reading, writing and presenting on technical matters all year. From top slicing to tapered annual allowances, lifetime allowance to lifetime gifting and special types of trust to scheme pays. The questions have been varied and (sometimes) interesting.

WEBINAR

PruFund Quarterly update

On this webinar, Paul Fidell, Business Development Manager looked at the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) on a number of different products and discussed any changes made and why.

WEBINAR

Time for some mid (tax) year annual allowance work?

One of the most important dates in the annual allowance cycle is the 6 October. This is the date when schemes are required to issue pensions savings statements for those that have breached their annual allowance or money purchase annual allowance. <br> <br>On this webinar, Mark Devlin, one of our Senior Technical Managers, took you through the information you need to navigate those advice issues for those who have breached their allowances but also the advice opportunities that may exist for those that haven’t.