8th January 2018

Prudential: ‘Planning Matters – delivering your client’s income needs’

Prudential are running  22 seminars across the UK between 24 January and 22 March 2018.

Prudential’s Pensions and Investment experts are giving a holistic view on the needs and aspirations of clients with an emphasis on optimising customer outcomes.

The seminars will:  

• Cover the main regulatory and technical consideration for pension transfers
• Focus on how to deliver an evidence based strategy for your clients retirement income needs
• Demonstrate how they manage your client’s money to support them in the delivery of their chosen strategy.
• Consider the supporting role played by other assets and tax wrappers in facilitating retirement.

Here’s a full list of dates and venues.

Pensions, Investments, Partner Events, Tax, Trust & ISA, Retirement