July/Aug 2019


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  • 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...

  • Loan Trusts for Inheritance Tax Planning

    12 September 2018

    Prudential’s Helen O’Haga looks at the structure and use of loan trusts in financial planning, notably, inheritance tax planning. A loan trust is set up by the settlor who lends monies to the trustees who then invest these monies normally into a life assurance bond. Most companies offer these on either an Absolute or...

  • A look at the OTS’s thoughts on savings income tax simplification

    28 August 2018

    Prudential’s Graeme Robb examines key areas from the Office of Tax Simplification paper on how the taxation of savings income can be simplified In May, Liz Hardie explored the consultation issued by the Office of Tax Simplification (OTS) regarding potential simplification of the inheritance tax (IHT) regime. That consultation has now closed and we will need...

  • Prudential’s Guide to calculating Public Service Pension Input amounts

    14 August 2018

    The question we get asked most frequently about public service pension schemes is how to calculate pension input.  It’s always been a messy business, but now that many members will have both final salary and career average benefits, you’ll need to be prepared to get properly submerged in the technicalities of benefit accrual. Because...