May 2019


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Latest Development - Tech Zone - In Association with Prudential

  • 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...

  • The rise of the ‘new’ alternatives

    1 November 2018

    As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns. Michael Howard, Head of Alternative Investments at Prudential Portfolio Management Group (PPMG) explores. Hunt for uncorrelated returns Driven by the search for income in a prolonged low...

  • Why the rules are less clearly defined for multi-asset funds today

    21 October 2018

    Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics will be key to achieving success according to Prudential Portfolio Management Group’s (PPMG) Andy Brown. The investment industry has been on a steep...

  • The M&G Prudential learning matters seminars

    15 October 2018

    Majoring on the Macro “Prediction is very difficult, especially if it’s about the future” – Nils Bohr, Nobel Laureate As true as this might be, it doesn’t mean we shouldn’t try, especially with so many issues affecting global markets. So please join us for the next round of Learning Matters Seminars; Majoring on the...

  • Scheme Pays: Can’t pay? We’ll take your pension away!

    16 September 2018

    Assuming they are in the fortunate position that they could afford to pay the tax charge on their own, should they pass up an offer for Scheme Pays and pay their own way?  Prudential’s Jacqueline Clezy presents takes look at the options via a case study.  If you need a refresher on the basics for working...