The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list, alongside the whole of market investments advisers can select from in Dynamic Planner.
Their technical team are here to digest those big announcements that affect financial planners and tell them what we think it means for their clients and advice.
Prudential’s technical team have been reading, writing and presenting on technical matters all year. From top slicing to tapered annual allowances, lifetime allowance to lifetime gifting and special types of trust to scheme pays. Questions have been varied and (sometimes) interesting.
If you missed last week’s illuminate live focus session with Julie Littlechild, you can watch the replay on our website by clicking the link below.
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