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Retirement Income Planning with Defaqto – Prudential Oracle Live WebEx

Retirement webcast for advisers and paraplanners

15 May 2014

You are invited to our upcoming Oracle Live WebEx session with Matt Ward, Wealth Management Consultant from Defaqto and Vince Smith-Hughes, Head of Business Development at Prudential, on Thursday 22nd May. The WebEx will look at Defaqto’s analysis and views on the retirement income market and how this can help advisers in their advice process. We will use different case studies to illustrate different planning scenarios and illustrate where Prudential’s unique smoothing solutions can help to provide predictability.  

The WebEx's will qualify for one hour's structured CPD accredited by the Institute of Financial Planning. 

The sessions will cover the following learning outcomes –

  • The key aspects of the budget changes
  • Interim Guidance from the FCA
  • How retirement income products are affected
  • The potential impact on retirement advice processes
  • Potential solutions for giving advice to different client types

For your convenience we will be running a number of sessions throughout the day at 9am, 11am, and 3pm, so that you can select a time to suit your diary.  The links below will take you to the appropriate registration page where you will be able to book your place:http://www.pruadviser.co.uk/content/support/oracle_live/

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