Reviewing Client Offerings

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  • 33 mins 49 secs

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
Channel: Akademia
London • Harpenden
Tel: +44 (0)1582 764000

New York
Tel: +1 212 661 4111

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