Accumulate structured learning CPD, improve your knowledge and challenge your thinking.

Accumulate structured learning CPD, improve your knowledge and challenge your thinking.

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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

Asset Classes