Event Information

Modern smoothing mechanisms, such as that used by Prudential’s PruFund, are formulaic and non-discretionary; which gives a high degree of transparency for clients. With the current high levels of volatility in investment markets, across many asset classes, a smoothed approach can help ease client’s concerns and lead to more predictable and stable outcomes. But smoothing alone cannot deliver this, and to be truly effective it takes the combination of both a well run underlying investment approach and an effective and efficient smoothing mechanism to deliver results. Used in the right way, smoothed funds can be an effective tool in an adviser’s kitbag, catering for a wide variety of financial planning needs.

Join Pru UK to learn how smoothing works and how it can compliment a well run fund.

Key topics

• A brief history of the development of different smoothing techniques and the fundamental differences between them
• Why smoothing can help in volatile times and which clients are perhaps best suited
• How the unique smoothing mechanism of PruFund works to deliver more predictable outcomes

About the speaker

Paul Fidell, Senior Business Development Manager for Investments, Pru UK
This is Paul's 39th year in the industry and for over 30 of those he has specialised in the areas of investment, onshore and offshore tax planning and trusts. He now covers all Prudential’s investment funds and tax wrappers including ISA, onshore and offshore bonds as well as collectives. During his career he has worked for a variety of companies including AXA, Scottish Life International and Scottish Equitable. He is DipPFS and IMC qualified.

Costs