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Latest Development - Tech Zone - In Association with Prudential

  • When to use a SIPP or SSAS

    19 January 2021

    What are the similarities and differences between a SIPP and a SSAS and what is the best use of each depending on clients’ needs?

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  • TEST YOUR KNOWLEDGE: ANSWERS – January 2021

    12 January 2021

    Cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand Financial Training.

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  • Test Your Knowledge: Questions – January 2021

    12 January 2021

    Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, is run in conjunction with key support providers, such as Brand Financial Training, and aims to test your knowledge of the financial services market, as part of  your overall training goals and exam techniques. The following questions relate to examinable Tax year 20/21, examinable by the CII until 31...

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  • Use it, use it?

    12 January 2021

    Prudential's Head of Technical Les Cameron analyses ways paraplanners can use tax allowances and exemptions to the benefit of clients.

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  • Purchased Life Annuities explained

    1 December 2020

    The Prudential Technical Team show how Purchased Life Annuities (PLAs) provide a guaranteed income normally until death or expiry of a fixed term, explaining their benefits and how they are taxed. Key points • A single premium product designed to give a guaranteed income payable throughout your lifetime or on expiry of a fixed term. •...

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  • TDQ: Test Your Knowledge: Answers – December 2020

    26 November 2020

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications.

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  • TEST YOUR KNOWLEDGE: QUESTIONS – December 2020

    26 November 2020

    Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, is run in conjunction with key support providers, such as Brand Financial Training, and aims to test your knowledge of the financial services market, as part of  your overall training goals and exam techniques.

    READ ARTICLE
  • Pensions Death Benefits summary – post Staveley

    19 November 2020

    Stephen McPhillips, technical sales director, Dentons Pension Management, considers considerations around pension scheme death benefits and provides an update following the recent Supreme Court Judgment. This article was first published in the November 2020 issue of Professional Paraplanner. A longstanding feature of most registered pension schemes has been the provision of death benefits in...

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