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A knowledge sharing community of students, tutors, content sponsors, and acclaimed industry experts – with access to high-quality educational content accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). Accessing this channel requires consent to share your details and viewing activity with sponsors.

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Reviewing Client Offerings

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Learning: Structured

In this Akademia learning unit we are looking at reviewing client offerings in the wake of changes to the taxation regulatory and the investment backdrop. To discuss this topic, we are joined by:

  • Vince Smith-Hughes, Director of Specialist Business Support, Prudential, M&G Wealth
  • Catriona McInally, Investment Business Development Manager, Prudential, M&G Wealth

Learning Outcomes:

  • Why the regulator is focusing on retirement income
  • The implications of the autumn statement and the budget for tax wrappers and investing
  • The need to reassess clients’ attitude to risk and capacity for loss

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