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Prudential – 1 year on from pensions freedom part 2 – maintaining client suitability requirements

Pensions News for Financial Advisers and Paraplanners

5 May 2016

Don’t forget to register for Prudential’s WebEx on 19 May 2016 to help you identify new financial opportunities with your clients.

The WebEx will cover:

•            The sustainability of income in the current climate

•            Drawdown review processes and support

•            Effectiveness of changing wrappers within the review process

•            A round-up of how the Budget changes are bedding in

There are three sessions being run throughout the day – 9am, 11am and 1pm. You can register for any one of these.

Register for the WebEx

Prudential are also running a pensions and death Masterclass at 3pm, covering benefit distribution, their tax treatments and the Inheritance Tax treatment of pensions.

Register for the Masterclass

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