Before you can register or attend one of our events - please read
Please review the information in this Data Protection Notice carefully. To the extent to which consent is
required, by submitting this information to us you agree to us collecting and using your personal information for
the purpose of this event. If you do not accept our Data Protection Notice or provide all relevant personal
information, we might not be able to cater for all your requirements. Please note that we collect personal
information, including sensitive personal information, from you that is necessary for us to either register or
complete participant administration for the event or to comply with statutory or contractual requirements. We may
also rely on legitimate interests in using and sharing your personal information for the purposes described below
to improve our events.
How we use your personal information
To manage our event activity from online administration to logistical organisation
To communicate with you – providing details about the event, post event follow up support, to collect your
feedback and action any points or requests raised by you
To provide any third party suppliers with information needed to support the event:
- venues (accommodation booking and dietaries)
- production supplier (for any videos and photos taken at the event)
- Prudential Group security (contact details for emergencies)
- meet & greet suppliers (names and travel arrangements)
- event & travel suppliers (details including passport information, date of birth as required for travel purposes).
To offer the use of our Event App to give real time information about the event and allow delegates to interact.
Photographs & Videos - We may at times take photos and videos of our events for award submission or promotion
purposes. By submitting this form to us, you agree to us using any images of you we may capture for the purpose
of any award submission or promotional activity.
For analysis and reporting - to find out what you thought of our event and to help us improve our service to you
Please review the
Terms of Business
for a copy of our Data Protection Notice under Section 9 of the Appendix. This provides further
information on who we share your personal information with and why, how we use your personal information for
events, seminars and /or webexes, our retention policy, your rights around your personal information and our
contact details. This also details how we process your sensitive personal information. You can request a
hard copy to be sent to you by writing to The Data Protection Officer, Customer Service Centre, Lancing,
‘Digitalisation, Agile, Holistic, Self-service, Customer-centric’… these are just some of the buzz words we see regularly in our daily lives. But what does this all mean for advisers when dealing with clients? How does it affect what they can do and how they do it? What type of investment opportunities does the new world present?
Keeping up with the changes impacting us is challenging. Increased regulation and complexity everywhere means advisers need to save time whilst still maximising returns for clients. And hot on the heels of the latest FCA pension transfer advice consultation paper 19/25, what better time is there to find out what this means for you and advice in the future.
Step through the looking glass at what pensions, investments and advice with the aid of technology and tools will look like in 2020 and beyond.
What’s on the agenda?
FCA consultation paper 19/25 - Our pension experts cover the key proposals and implications, explaining ways of reducing time and driving efficiencies in your review processes. Importantly, this is also likely to have an impact on other advice areas.
Technology & tools in 2020 and beyond - hear insights on how technology and tools will elevate the role of the financial adviser to provide better support to their clients.
Pension and drawdown advice in 2020 and beyond – our Pension experts talk about how the provision of pension and retirement advice has changed, and how new ideas and concepts can be practically adapted into 'day to day' business to save time and meet client's expectations.
Leading SIPP provider, Curtis Banks - talks about a new arrangement which allows advisers to blend DFMs and platform business with PruFund in a more cost-effective way.
Investment 2020 and beyond – our Treasury & Investment Office specialists (previously PPMG) discuss how we are managing money for the long term including current strategic asset allocation in PruFund; what future/different opportunities we are looking at now across Equities; Commercial Property; Fixed Income and Alternative Investments; why Prudential could be the right choice for some of your clients for 30 years or longer.