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Latest Development - Tech Zone - In Association with Prudential

  • TDQ: Test Your Knowledge – Questions

    14 July 2019

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support.

  • Wrappers Delight – pros and cons of holding OEICs outright or wrapping them within a bond

    23 June 2019

    The Sugarhill Gang were musical pioneers introducing hip hop music to a wide audience. Back in 1979 they created the first rap song to enter the US Hot 100 with a seminal song in hip-hop history, peaking, sadly, at a rather modest, number 36. The song title? “Rapper’s Delight”. Forty years on, and in the...

  • Prudential CPD compilation – Bond Taxation

    17 June 2019

    Hello everyone. I had a good time down at the Professional Paraplanner awards last week and it was nice to meet and have a chat with some of you. My team (even me sometimes) work very hard to get our technical support as good as it can be. We’re delighted that after all our...

  • What is the remittance basis of taxation?

    6 June 2019

    The remittance basis are the alternative tax rules in place for those people who are UK resident with overseas income and gains but are not classed as UK domiciled. This article is relevant to examinable tax year 2018/19. This post was originally published on the Brand Financial Training Blog and has been reproduced here with...

  • 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...