Prudential is a leading savings and investments business, managing investments for both individuals and for large institutional investors, such as pension funds, around the world.
Personal Financial Planning Conference
19 November: 09:10-09:55
What's going on (or may go on) in the financial planning world?
While the Autumn Budget has been cancelled Mark Devlin, Senior Technical Manager at Prudential UK, will look at potential for changes in the tax system based on several consultations that have been issued.
He will look at how things could be simplified in the taxation system, or information on how the tax system is currently affecting your clients’ behaviours as well as what any potential rumours could mean for planning.
The session will help delegates gain a better understanding of:
- What this could mean for your clients and what actions could be taken now.
- The current economic and tax landscape and how it could affect financial planning.
19 November: 10:00-10:45
The new normal: Interacting with clients in the virtual world
A panel discussion and interactive Q&A session will follow a presentation.
Prudential's speaker
Mark Devlin, Senior Technical Manager, M&G Prudential
Mark has worked in the industry since 1998. He has held a variety of roles in financial planning which has given him a very broad knowledge on the planning side of the industry.
Mark specialises in pensions and is a Chartered Financial Planner and Fellow of the Personal Finance Society.
Vince Smigh-Hughes, Director of Specialist Business Support
Vince has worked in the financial services profession for more than 30 years, and has previous experience as an IFA as well as holding senior pension roles at Clerical Medical and Winterthur Life.
He is an experienced platform presenter at industry events and a regular contributor to trade and national publications on all matters relating to retirement issues.
Vince is a Fellow of the Personal Finance Society.
