Recorded Events

Our events have been designed to inform, interest and educate on a wide variety of topics.

PruFund Power Hour: Sense & Suitability

Hear from our Life Investment Office and explore how PruFund can support suitability discussions, client outcomes and investment planning. This session covers market insights and practical considerations for advisers using PruFund with clients.

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From Bubble Talk to Big Themes: A look back and ahead

Watch this on-demand event exploring key investment themes, market insights and lessons learned from recent market developments, with expert perspectives on the opportunities and challenges ahead.

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Planning with pensions in the IHT net – a case study 

Les Cameron worked through a real-life case study exploring the effects of pensions being brought into the IHT net.

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Calculating Inheritance Tax: A Step-by-Step Guide for Advisers

Neil Macleod and Shoaib Ahmed explained the key steps involved in calculating an IHT liability for a UK individual. 

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PruFund Power Hour: Market insights, performance, With-Profits Fund Bonus Declaration & PruFund update

An expert-led update on the PruFund range, covering market conditions, performance drivers, the With-Profits Fund Bonus Declaration and wider PruFund updates.

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Mastering the 7 Steps of the UK Income Tax Calculation 

Neil Macleod explained the seven steps involved in the UK income tax calculation.

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