Quarterly Investment Update
About the Event
I'd like to invite you to join us for this quarter's dedicated Openwork Investment session, where Cat McInally, one of our Investment Specialists, will share the latest information on PruFund Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) reviewing how the funds have performed* over the last quarter. She'll also cover off our annual Bonus Declaration announcement for With-Profits & Income Choice Annuity. Joining us too is our T&IO expert, Michael Watt, who'll share views on the current market conditions and how this has impacted asset class returns and valuations. You'll also have the opportunity to ask them questions. Please note that this session does not qualify for CPD.
As mentioned in our December session, we will be running these dedicated events every quarter to tie in with our quarterly EGR announcements. I unfortunately won't be hosting this one, Cat McInally is doing so on my behalf, but I will be hosting the next session.
We look forward to seeing you online.
Dave Ellis, Head of Partnerships
M&G Wealth
*The value of any investment can go down, as well as up, so your client might not get back the amount they put in. Past performance isn't a guide to future performance.
Speakers
Cat McInally
Investment Specialist, M&G Wealth
Cat returned to Prudential in 2008 as a Business Development Manager specialising in investments. Prior to this, she worked in Prudential Distribution before taking a short break to join Paradigm where she worked with advisers.
Michael Watt
Investment Director, M&G Treasury & Investment Office
Michael is part of the Client Portfolio Management Team at M&G Treasury & Investment office, focused on providing intermediaries with strategic thinking, market and investment views across our multi-asset capabilities.
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054.
Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019.
Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.