Available on demand
How you can plan with money you can't see |
May 2025
30 minutes
Watch on demand
In the wake of the Autumn Budget and within the broader political and regulatory climate, it is important to consider a wider and more holistic approach to financial planning. While the Budget delivered a few surprises, understanding its impact on the UK's economic growth, core inflation, and interest rates remains crucial.
Giles Hutson explores the current economic landscape with a focus on the importance of cash management in reducing risk. In light of Consumer Duty and the need to prevent foreseeable harm, we will examine how strategic cash management throughout different life stages can lead to improved outcomes for your clients and your business.
What's covered:
- Appreciate the current economic levers and challenges facing UK Government and UK PLC
- Be able to identify client risks and vulnerability relating to cash and liquidity
- Understand how cash can deliver good customer outcomes, enhance your business and reduce risk across all parties
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This webinar is for investment professionals only.
The webinar is being hosted to facilitate discussion, it is not intended to provide professional guidance or offer personal recommendations. Opinions expressed by the speakers do not necessarily represent the opinions of Puma Investments.
Continuing professional development
Continuing professional development (CPD) is an essential requirement for all financial advisers. The FCA states that all advisers must complete a minimum of 35 hours of relevant CPD each year with at least 21 hours being structured learning. Structured learning activities can include seminars, lectures, conferences, workshops or courses and completing appropriate e-learning.
Risk factors
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.