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Pru ties up National Australia Bank annuity deal

National Australia Bank has signed up Prudential to provide annuities and healthcare products for distribution through NAB’s Clydesdale and Yorkshire Bank networks.
The annuities deal is a single-tie arrangement and kicks off on 31 May for a five year term. The deal will also see PruHealth PMI products sold through NAB’s banking network as the first provider on what will be a multi-tie healthcare panel.


Test drive

Last week, I looked at the substantial non-trading activities test in relation to capital gains tax business assets taper relief. For those who are or may be considering selling their shares in a private trading com- pany, this relief represents a massive improvement in the net return they would otherwise receive. It is not that […]

Managing customers in drawdown

By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]


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