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  • TDQ: Test Your Knowledge – Answers

    3 June 2019

    Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed yesterday, provided by Brand Financial Training.

  • TDQ: Test Your Knowledge – Questions

    3 June 2019

    This series aims to provide you with valuable advice and guidance materials to help you achieve your training goals, perfect your exam techniques and test your knowledge of the financial services market.

  • Defined benefit transfer advice – achieving good client outcomes

    27 May 2019

    Listen to the webinar, hosted by the Prudential Technical Team, on how to achieve good client outcomes as well as manage the commercial risks when providing defined benefit transfer advice As anyone involved in the DB transfer market will know this is a market where there has been a significant amount of activity over...

  • TDQ: Case study – inheriting pension death benefits

    16 May 2019

    When could inheriting pension death benefits be better planned? The Prudential technical team present a scenario

  • Test your pension death benefits planning knowledge

    10 May 2019

    How could inheriting pension death benefits be better planned? The Prudential Technical Team present a scenario, learning outcome and test question. The scenario Mark has total taxable income of £200,000 (including £100,000 he has taken as an ad-hoc payment from a nominee’s drawdown plan set up from taxable pension death benefits) and an employer pension contribution...

  • Bond & OEICs taxation quiz

    23 April 2019

    On the 20th June 2019 Prudential will be running a Bond & OEICs taxation quiz Last year you told us you liked our interactive quizzes, so on 20 June we have one for you. On this quiz we’ll give you a refresh on the taxation of these two popular investment types. Look out for...

  • Are Doctors in the NHS pension scheme misdiagnosing their pension?

    22 April 2019

    The press is having a minor epidemic of commentary about doctors retiring early to avoid Lifetime Allowance (LTA) and/or Annual Allowance (AA) charges but, what’s of concern is whether they are diagnosing the problem correctly, says the Prudential technical team. Nobody likes paying more tax and it’s a bitter pill to swallow, but if...

  • 3 top tips for managing a team

    15 April 2019

    We asked Jonny Stubbs, head of Technical Support, Lift-Financial, to give us his three top tips for fellow paraplanners moving into a role where they are managing a team, based on his experiences. He said: 1. Lead, motivate and drive One of the biggest changes moving from a paraplanning role to running a paraplanning team was...