Happy days: Why adviser satisfaction is still sky-high

Heading into 2017, a host of commentators were predicting widespread challenges for the advice profession. Consolidators were snapping up small IFA firms for a reason, the argument went, as the costs of compliance and running a planning business in general continued to escalate. They saw Mifid II and GDPR on the horizon as straws that […]

Tax year-end planning with the family

From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]


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