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Latest Development - Tech Zone - In Association with Prudential

  • 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...

  • Are Doctors in the NHS pension scheme misdiagnosing their pension?

    22 April 2019

    The press is having a minor epidemic of commentary about doctors retiring early to avoid Lifetime Allowance (LTA) and/or Annual Allowance (AA) charges but, what’s of concern is whether they are diagnosing the problem correctly, says the Prudential technical team. Nobody likes paying more tax and it’s a bitter pill to swallow, but if...

  • This could save a married or civil partner clients £4,800 in IHT per year

    18 March 2019

    This tax exemption may be overdue a review but it is still a useful tool when tax planning, says the Prudential technical team. It is currently £3,000 and has remained unchanged since April 1981 – back when Shakin’ Stevens was at number one in the UK singles chart with ‘This Ole House.’ The Chartered Institute of Taxation...

  • TDQ: Passing AF7

    18 March 2019

    Catriona Standingford, MD of Brand Financial Training, looks at AF7, the exam with the lowest pass rate in 2018 and says it should be a tough paper In 2018, the CII AF7 Pension Transfers exam had the lowest annual pass rate of all the Advanced Diploma AF exams (ignoring the discontinued AF3). At just...

  • Planning to get done before the end of the tax year

    10 March 2019

    Start to look at what’s next before you finish what’s now, suggests the Prudential technical team We’re into tax year end and many people are busy getting all those things done as 5 April looms, whether that be finalising pension contributions, using up allowances or bed and breakfasting those capital gains. But should we...

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