View more on these topics

NIACE & Pru host seminar on financial education

The National Institute of Adult Continuing Education is hosting a joint seminar on financial education for adults with Prudential.

The session, which will be held on 23 February at the Abbey Community Centre in London, will include presentations from the FSA, Basic Skills Agency, Citizen’s Advice Bureau and the Personal Finance Education Group.

Some of the issues that will be debated include what the challenges are in setting up adult financial learning, where the teaching resources will come from, how this should be funded and what role financial services providers should provide in educating the wider public.

The event is the brainchild of NIACE prudential research fellow in financial education Howard Gannaway. He says the timing of the event is important given personal debt levels are at record highs.
Prudential head of corporate social responsibility Liza Vizard says it is crucial to encourage dialogue around the issues.

Gannaway says: “With personal debt at record levels and continuing confusion over pensions, the need for financial learning for adults has never been more pressing. This is something that needs a cautious, yet enthusiastic approach and the volume of interest that the event has generated from across the financial world proves how worthwhile this consultation is.”


Keep it in the family

Clients often ask you to advise them on tax and financial planning for their businesses. A key part of this is catering for their wishes to pass on their business – or the value representing it – if they die before retirement.

Reid all about it

Recovering from the flu always give you time to reflect and catch up on your reading. Watching the problems that the Pension Protection Fund has had over figures simply reflects that when you are trying to do something expensive on the cheap it invariably comes unstuck.

Help, I’ve been appointed as a trustee. What are my responsibilities?

Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm