On demand webinars
Our Webinars have been designed to inform, interest and educate on a wide variety of topics.
Les' Big Fat Quiz of the Year
On this webinar, Les Cameron, Head of Technical turned the tables by asking the questions for a change. Giving you the opportunity to test your knowledge on all those things your peers have been asking or misunderstanding.
Making light work of the Lifetime Allowance
During this webinar Les Cameron, Head of Technical took us through the key aspects of the lifetime allowance and some of the planning considerations. Through 3 short case studies he gave a live demonstration of the new modelling tool in action.
PruFund Quarterly Update
On this webinar, Charles Griffith, Head of Multi-Asset Portfolio Management, from the M&G Treasury and Investment Office (T&IO) provided an update on current market conditions and discussed the current positioning of PruFunds and where we see upcoming opportunities. Paul Fidell, Business Development Manager, was also present on the call and he took a look through the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) and how the funds have been performing.
Prudential Risk Managed Collectives Q3 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 3 and the underlying assets contributing to this performance.
Autumn Budget 2021
Our technical team talk through the key points from the Chancellors Budget on 27 October 2021, bringing you the detail on the topics they think matter to you and your clients.
PruFund Quarterly update
On this webinar, Paul Fidell, Business Development Manager looked the latest Expected Growth Rates (EGRs) and Unit Price Resets (UPRs) on a number of different products and discussed any changes made and why.
Planning for education?
The estimated cost of one year's University education is £20,000. Seeing their friends and acquaintances children going off to university, seeing the headlines and first hand accounts of the expense this entails, means parents and grandparents may well be turning their minds to how they can support their children and grandchildren, to make their university years as financially pain free as possible.
Pep up your ISA planning
At the last count there was some £620 billion accumulated in ISAs. On this webinar Les Cameron, Head of Technical, and Cat McInally, Investment Business Development Manager looked at the demographics and trends we have seen getting to that £620 billion figure. But, importantly, what should the financial planner be thinking of?
2021 strategic asset allocation review for the PruFund range of funds
T&IO provide an update on the PruFund range of funds following the 2021 strategic asset allocation review and where the team see upcoming opportunities.
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.
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.
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.
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.