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.

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