Oracle Live webinars
Our Webinars have been designed to inform, interest and educate on a wide variety of topics.
A selection of our Webinars offer a CPD structured minutes certificate. To qualify for this, once you’ve watched a webinar, go to the to answer some questions and receive a certificate.
Our CPD certificates have been accredited by the Personal Finance Society member CPD scheme and the Chartered Insurance Institute.
Using trusts in Inheritance Tax Planning
On this webinar we looked at the use of standard insurance company trusts and how they can play a part in delivering the right inheritance planning outcomes for your clients. We looked at the four How’s – how they work, how you use them, how they are set up and how they’re taxed.
Family Fortunes webinars
Planning for the succession of family assets can be a complex and sensitive process, with “Family Fortune” potentially becoming “Family Feud”. Nevertheless, it’s an area where you can demonstrate the true value of comprehensive advice to your clients.
Monthly Investment update
On this webinar, Paul Fidell, Business Development Manager looked at the recent performance of the PruFund range of funds available on Prudential’s Retirement Account. Mark Riggall, Head of Client Portfolio Management at M&G Treasury and Investment Office provided a market update.
PruFund and Treasury & Investment Office update
On this webinar hear from Paul Fidell (Senior Business Development Manager), Mark Riggall (Head of Client Portfolio Management) and Parit Jakhria (Director of Long Term Investment Strategy) for an update on the PruFund announcements and the impact on the asset allocation.
Spring Budget 2020
Our technical team are here to digest those big announcements that affect financial planners and tell them what we think it means for their clients and advice.
Prudential Risk Managed Passive and Active 2019 review and 2020 outlook
On this webinar Phillip Butler; Portfolio Manager and Cat McInally, Business Development Manager, discussed how the Risk Managed Passive and Risk Managed Active fund ranges performed in 2019 and highlighted both the main tactical and strategic asset allocation positions taken.
Quarterly Market update with Prudential
On this webinar we looked at recent performance and Expected Growth rates on the PruFund range from Prudential.
Prudential Investment insights
Phil Butler, Multi Asset Portfolio Manager at M&G Treasury and Investment Office gave a year end update for LF Prudential Risk Managed Active and LF Risk Managed Passive fund ranges. He covered what were the main fund highlights for 2019, performance update, market overview and possible opportunities and headwinds for 2020.
On this webinar, Branamira Radoslavova, Head of Government Relations, Europe and International discussed the outcome of the Brexit discussions following the deadline of 31 October. She also summarised what the outcome means for financial services and what to expect in the months to come.
Get your tax year end AA ready – Pension Annual Allowance that is
On this webinar, Barrie Dawson, Technical Specialist looked at the key features of tax year end pension Annual Allowance planning. He looked at the best way to identify pension input amounts, the impact of Money Purchase Annual Allowance and Tapered Annual Allowance and finally carry forward provisions can help now and in the future.
It’s not all about the pension – CGT and IHT at tax year end
Neil Macleod, Technical Specialist looked at how the Inheritance Tax (IHT) gifting exemptions are applied to gifts during the tax year end and considerations when using them. He also covered calculating capital gains and planning around the Annual Exempt amount.
SIFA Professional – Financial Planning for Pensions and Divorce
On this webinar, Dave Seager, Managing Director of SIFA Professional, along with Heil Hewitt and Gary Riches of Scrutton Bland Financial Services and Les Cameron, Head of Technical at Prudential. They discussed the pensions and divorce market, and the brand new guide.
2020 and beyond seminar
We live streamed the final seminar on the 29 October. 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.
On this webinar, Sahil Shaikh, Multi – Asset Portfolio Manager at M&GPrudential Treasury and Investment office dicsussed the recent implementation of the 2019 Strategic Asset Allocation for the LF Prudential Risk Managed Active and LF Prudential Risk Managed Passive Funds ranges. He covered what the main changes were in the 2019 Strategic Asset Allocation, why the changes been made and a performance update and market overview.
PruFund - standing by you and your clients for 15 years
On this webinar, Paul Fidell, Senior Business Development Manager will cover key events of the last 5 years, how these have impacted upon investments, how PruFund has come through for investors and also look at some comparative performance numbers.
FCA Paper CP19/25 panel debate
During this debate Vince Smith-Hughes and Les Cameron of Prudential were joined by Andy Kirby, CEO of Money Alive, Director of Mint Wealth Management and AdviserHome, Rory Percival, Regulatory Consultant and Damian McPhun, Partner at Beale & Co Solicitors. The panel not only looked at the details within the consultation but also the implications in the wider advice market and what this will mean for advisers in the future.
Handling income and investments with care
On this webinar, Neil MacLeod and Vince Smith – Hughes, discussed with Tony Miles of My Care Consultant how different types of income and investments are treated in respect of local authority financial assessments, and how much individuals are required to contribute to their financial care in different circumstances. In addition they discussed the use of care consultants and the different ways advisers firms can use them.
CP19/25 “Pensions Transfer Advice: Contingent charging and other proposed changes”
The FCA have issued a few papers and CP19/25 ‘Pension transfer advice: Contingent charging and other proposed changes’ has instantly generated much interest and headlines. On this webinar, Les Cameron, pulled out the key areas of detail from the paper.