Adviser Centre

IFA Magazine have teamed up with Prudential to look at some of their adviser support resources, insights and tools. The articles below have been generated for your use and benefit. 

55%? 25%? 0%? In this recorded webinar Jacqueline Clezy, Technical Pensions Specialist at Prudential, talks you through a typical case study which explores the highly nuanced field of Lifetime Allowance planning.

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This informative article by Prudential on the Lifetime Allowance answers a range of questions on the topic, including protection, excesses, pre A-day benefits, LTA on death and many other common queries.

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This Consultation Paper from the FCA sets out proposed measures to change how advisers manage and deliver pension transfer advice, particularly for defined benefit to defined contribution transfers. It has generated a lot of interest and headlines, so in this recorded webinar Les Cameron, Head of Technical at Prudential, pulls out the key points.

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This article by the Prudential Technical team tells you more about the death benefits that can be provided if a client purchases an annuity contract, and the consequent taxes payable.

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Prudential’s eBook from August 2019 covers a range of topics, including: Will technology be the end for advisers? Death benefit nominations Can Inheritance Tax be made easier? ESG investing

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In this recorded webinar, Tony Miles from My Care Consultant (in association with Prudential) explores how different types of income and investments are treated with regard to local authority financial assessments. He also discusses how much individuals are required to contribute to their financial care in different circumstances.

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An article from the Technical team at Prudential which takes a look at all you need to know about top-slicing relief and how it works.

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Explore the options and uncover issues that could affect your clients – from tax to returns and more. Please note, Prudential’s tools and calculators are for financial advisers and not approved for use by clients.

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