This plan gives your clients a guaranteed lump sum – and the highest possible one. If the fund performance is in line with or better than expected, those wins are passed on to your clients.
There's still time to register for Tuesday 25 August (15:00–16:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients – covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD.
Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.
With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
You need to be logged in to comment on this article