May 2019


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  • Primary protection – what it is and how it works

    1 February 2019

    Primary protection was introduced by Finance Act 2004, for people with total benefits valued at £1.5m (the newly introduced lifetime allowance) or more on 5 April 2006, to reduce potential tax charges. Here the The Prudential technical team look at what it is and how it works. These articles are for UK financial advisers only. Key...

  • Where inheritance tax applies to pensions

    26 January 2019

    Pensions are normally exempt from IHT.  This article from the Prudential technical team, explores those areas where pensions can have IHT implications. These articles are for UK financial advisers and paraplanners only. Key points Contributions to a pension scheme can be a lifetime transfer of value if the member is in ill health or...

  • Supporting you in 2018 – Prudential’s 2018 End-Year Report

    15 January 2019

    We’re continually growing our hub to keep supporting you – sharing useful tools, new content including seminars and articles, videos and of course our dedicated life events hub. Watch out for ways we’ll support you throughout 2019. Here is a handy infographic to show what we have been up to in 2018. Click below...

  • Why 25 is the magic number

    15 January 2019

    When you’re seriously up against the clock, with coursework deadlines or exams lurking menacingly on the not-too-distant horizon, it’s essential to use every moment of revision time wisely. Brand Financial Training suggests  a technique that can help you to maintain focus. This post was originally published on the Brand Financial Training Blog at and...

  • Death benefits within annuities and the tax payable

    13 January 2019

    The Prudential technical team look at the death benefits that can be provided if a member purchases an annuity contract, and the resulting taxes payable. These articles are for UK financial advisers and paraplanners only. Key points If death benefits haven’t been purchased by the annuitant, then nothing is payable when they die. If purchased at...

  • Asset allocation: Why the strategic versus tactical debate matters

    31 December 2018

    Seen as the building blocks of a portfolio, strategic and tactical asset allocation processes should work in tandem to deliver on-target and risk-adjusted returns. Here, the two processes are analysed to see how they complement each other to deliver long-term results. Barry Widdows, Head of Multi-Asset Portfolio Management & Phil Butler, Multi-Asset Portfolio Manager...

  • Capital markets research and modelling: The engine of a multi-asset portfolio

    9 December 2018

    As the universe of multi-asset solutions continues to grow, the key to delivering long-term, stable returns often relies on how well the underlying drivers of risk and return are understood and managed in a portfolio. But how easy is it to model the possibilities? Dipanjan Roy of PPMG explains. SAA- Engine of investment process...

  • Rules of gifting by an Attorney or a Deputy – and the exceptions to them

    12 November 2018

    Being an attorney or a deputy is a responsible position, they look after someone else’s finances and manage their affairs on a day-to-day basis. So what can they do and what can’t they do, in respect of gifting? Prudential’s Helen O’Hagan looks at the roles and their responsibilities. Deciding whether to make a gift...