Emma Holden assists Legal & General

October 15th, 2010, by Phil
Emma Holden

Emma Holden

Following our work with Legal & General on the design of their new qualifying investment plan, we were asked to help explain the benefits of the Portfolio Regular Investment Plan (PRIP) to their consultants.

As part of this process Emma Holden gave a presentation to Legal & General’s Northern sales team at their sales conference in Penrith, demonstrating how the PRIP could be used as an effective tax planning tool and its place in a client’s portfolio.

After the presentation, a short questions and answers session was filmed and included on Legal & General’s website as a training tool for their sales people.

Please click here for more information on the Portfolio Regular Investment Plan and see below for the video.