14th May 2020
Dynamic Planner: The client review process: efficient, effective, engaging
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Prudential Spring Budget 2021 analysis
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.
Les’ big fat quiz of the year webinar
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.
Nucleus: Illuminate live focus, focusing on what matters right now
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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