PruAdviser on-line services will be unavailable from 16:00 on Saturday 11 December until 12:30 on Sunday 12 December for website maintenance.
Currently we are not able to show some detailed information for Retirement Account performance for clients. This will be restored on 13 December 2021. We're sorry for any inconvenience this causes.

Upcoming Webinars

Learn more about our upcoming webinars.

PruFund Quarterly Update

Session: Wednesday 8 December – 2-3pm

On this webinar, Charles Griffith, Head of Multi-Asset Portfolio Management, from the M&G Treasury and Investment Office (T&IO) will provide an update on current market conditions and discuss the current positioning of PruFunds and where we see upcoming opportunities.

Paul Fidell, Business Development Manager will also take a look through the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) and how the funds are performing.

Presenters - Charles Griffith - Head of Multi-Asset Portfolio Management, T&IO

Paul Fidell - Senior Business Development Manager 

Making light work of the Lifetime Allowance 

Session: Thursday 9 December - 10am

With rising investment values and large defined benefit pension transfers the trend has been on increased interest in the rules around lifetime allowance and the attendant planning considerations.

A key part of that planning is crunching the numbers to identify what if any tax charges may be payable. As such we have recently launched an LTA modeller to assist planners with these calculations.

On this webinar Les Cameron, Head of Technical will take a look at the key aspects of the lifetime allowance and some of the planning considerations. 

Through 3 short case studies he will also give a live demonstration of the new modelling tool in action.   

By the end of the session you will be able to:

  • Describe the operation of the lifetime allowance tax charge
  • Calculate a client’s likely LTA charge
  • Evaluate the different ways of dealing with lifetime allowance charges

Big Fat Quiz of the Year

Session: Thursday 16 December - 9.30am

Every year our technical team answer thousands of questions from advisers and paraplanners alike. 

This year we’ve had everything from top slicing to the Trust Registration Service, Lifetime Allowance to Lifetime Transfers and all things in between.

On this webinar, Les Cameron, Head of Technical will be turning the tables, asking the questions for a change, and giving you the opportunity to test your knowledge on all those things your peers have been asking or misunderstanding. 

This session should help you gain a better understanding of:

  • The common technical issues encountered by UK Financial Planners

Virtual Seminar Programme

Our virtual seminar programme is taking place in November. 

To learn more about the seminars and register for your chosen session, click on the link below.

"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.