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Event Details

Budget Update from Prudential UK

No Charge
Full
All Locations
Personal Financial Planning
Mar
18
Wed
13:30
-
14:30 GMT
Schedule Type Title: Weekdays
Sessions: 1
Session Hours: 1.00
Online Webinar
11:00-11:30 GMT
Description
A detailed analysis of how the budget will affect personal financial advice
  • Description
  • In partnership with
Date and time Location
18/03/2020 13:30 - 14:30 Online Webinar

Event information

Prudential’s technical managers have analysed the budget and will give you a detailed analysis on this webinar of the key points as it affects personal financial advice. This will include:

  • Any proposed changes to legislation
  • How any changes may affect you and your clients
  • Any other issues that could affect you and your clients in the future

Speakers

Mark Devlin, Senior Technical Manager, Prudential UK
Mark is a member of Prudential's Technical team based in Edinburgh. Mark has worked in the industry since 1998 and has held a variety of roles in financial planning (mortgage packaging, sales support, Paraplanner, IFA and Business Assurance). This has given him a depth of knowledge on the planning side of the business. Mark had a leaning towards pensions in previous roles and now specialises in this area within the Technical Team. Mark is also a Fellow of the Personal Finance Society.

Graeme Robb, Senior Technical Manager, Prudential UK
Graeme is a Chartered Accountant and Chartered Tax Adviser, specialising in tax and trusts. Graeme joined Scottish Mutual's Technical Support Unit in 1996 providing taxation and trust expertise to its onshore and offshore operations. His role evolved to support other businesses under the Abbey National umbrella - Scottish Provident, Scottish Provident International, Cater Allen Bank and James Hay. Graeme also worked as a Technical Manager for Santander Private Banking UK and has held Positions at accountancy firms Ernst & Young and Grant Thornton.

Costs

RateCost
ICAEW MemberNo Charge
Non-MemberNo Charge

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Contact: Events Information Team
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In partnership with

We help people build their futures with long-term savings, investments and pensions. And with nearly five million policy holders in the UK alone, we're one of the country's leading Life and Pensions providers. We're also one of the longest-established, with roots going back to 1848.

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