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Prudential: Pensions Freedom WebEx series – sign up now!

pensions webcasts for financial advisers and paraplanners

16 Apr 2015

Prudential are delighted to be running a series of WebExes on the new pensions freedom aimed at helping you identify new financial opportunities with your clients.

There are a number of sessions throughout the day on a variety of topics which are easy to register for. Take a look at the details of the sessions below and decide which ones you would like to register to attend. 

29th April, 9am – Pensions Freedom: New Rules and their Impact

Presented by Graeme Carmichael, Business Development Manager, this session will cover:

  • An overview of the new pension rules.
  • The impact on the choices at retirement.
  • The impact on client’s choice of tax wrapper. 

Register for this session here

29th April, 10am – Pensions Freedom: Speculate to Accumulate?

Presented by Les Cameron, Head of Technical, this session will cover:

  • Does tax come before investment?
  • Should the tax tail wag the accumulation dog?
  • Does pensions freedom mean locking your money away?

 Register for this session here

29th April, 11am – Pensions Freedom: Wrapping up wrappers – who, when, why?

Presented by Les Cameron, Head of Technical, this session will cover:

  • How do you complement your pension income?
  • What’s important - tax treatment or tax timing?
  • Is the personal allowance £84,770 for pensioners? 

Register for this session here 

29th April, 12pm – Quoting and Submitting Pensions On-line

Presented by Mark Connell, eBusiness Consultant, this session will cover:

  • Are you aware of the online facilities we have available for producing pension quotes and for submitting new business?
  • Watch a demo from Mark of him submitting a transfer in minutes without the need for a client signature.
  • You can pre-populate an application form from an illustration to save time re-entering information and reducing the risk of errors.

Register for this session here

29th April, 1pm – Pensions Freedom: What does it mean to be free for the SME?

Presented by Les Cameron, Head of Technical, this session will cover:

  • Should your business still be your pension?
  • Is increasing a business’ tax bill a good thing?
  • Is pensions freedom good for business owners? 

Register for this session here

 29th April, 2pm – Pensions Freedom: Is death not the end?

Presented by Les Cameron, Head of Technical, this session will cover:

  • How do the new death rules impact advice?
  • Is it time to bypass the bypass trust?
  • Is a pension just a DGT with 100% access and 100% discount? 

Register for this session here

29th April, 3pm – Pensions Freedom: Meeting Regulatory Requirements and Client Objectives for Sustainable Income

Presented by Graeme Carmichael, Business Development Manager, this session will cover:

  • A review of the regulatory guidance issued relating to Freedom and Choice.
  • Working with Moneywise.
  • Creating a sustainable retirement income.
  • Where Prudential can help. 

Register for this session here

29th April, 4pm – Pensions Freedom: DB Scheme Review Considerations

Presented by Graeme Carmichael, Business Development Manager, this session will cover:

  • Why more people are likely to exit DB schemes.
  • Regulatory issues.
  • Who may potentially benefit from a transfer to a DC scheme.

Register for this session here

If you would like more information on any of the sessions, please get in touch with your Prudential Account Manager.

 

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