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Oracle Live


Welcome to Oracle Live where you can sign-up for our monthly WebEx meetings as well as view recordings of past topics. Our WebEx meetings will be presented by members of our Product Technical and Business Development Teams as well as other Specialists and they will cover client-focussed planning angles for clients right across the wealth spectrum.

WebEx meetings have been accredited by the CII/PFS member CPD scheme and the CISI scheme. Visit our Testing Centre where you can test your knowledge and gain a certificate for Structured CPD.

Upcoming WebEx Meetings

Minimising risk and maximising returns

Oracle Live webex Presenters: Mark Riggall – Product specialist (PPMG)
Colin Simmons – Business Development Manager (Pensions)
Session: 27 April – 9am
27 April – 11am
27 April – 1pm

Recordings of Previous Topics

Addressing the key regulatory concerns for advisers

oracle-live-april2017 Presenters: Rory Percival – Training and Consultancy Ltd cpd_logo
Colin Simmons – Business Development Manager (Pensions)
Session: 11 April 2017

Spring 2017 Budget

Les C Presenters: Les Cameron - Head of Technical cpd_logo
Session: 9 March 2017

Prudential and PPMG quarterly update

Oracle Live webex

View the recordings of the sessions we ran throughout the day.

1 March 2017 – View recordings

The residence nil rate band and the ongoing need for lump sum trust planning

oracle-live-feb-2017-graeme Presenters: Graeme Robb - Senior Technical Manager cpd_logo

George Pullar - Business Development Manager - Investments

Session: 21 February 2017

Annual Allowance - what you need to know now

oracle-live-feb-2017-mark Presenter: Mark Devlin cpd_logo
Session: 15 February 2017

Tax year end planning for all 'The Family'

Les C Presenter: Les Cameron - Head of Technical cpd_logo
Session: 10 January 2017

A year of opportunities WebEx event

Andy Brown, Phil Butler and Paul Fidell Presenters:

View the recordings of the sessions that we ran throughout the day.

cpd_logo
Session:

15 December 2016 – View recordings

PPMG Investment update

Andy Brown, Phil Butler and Paul Fidell Presenters: Andy Brown - Investment Director, PPMG cpd_logo
Phil Butler - Portfolio Manager, PPMG
Paul Fidell - Senior Business Development Manager, Prudential
Session: 1 December 2016

Autumn Statement WebEx

Clare-Moffat and Graeme Robb Presenters: Graeme Robb - Senior Technical Manager cpd_logo
Clare Moffat - Senior Technical Manager
Session: 24 November 2016

Retirement Solutions - assisted by technology

Stan Russell and Graham Miller Presenters: Stan Russell - Senior Business Development Manager of Pensions cpd_logo
Graham Miller - Managing Director. O&M
Session: 16 November 2016

Dynamic Focused Portfolios - Reflections on the last 12 months

Paul Fidell Presenters: Paul Fidell - Senior Business Development Manager of Investments
Session: 17 October 2016

State of the nation WebEx event

Time to Talk View the recordings of the sessions that we ran throughout the day cpd_logo
Session: 27 October 2016 - View recordings

Developing your professional relationships WebEx event

Time to Talk View the recordings of the sessions that we ran throughout the day cpd_logo
Session: 28 September 2016 - View recordings

Corporate Investing Masterclass

Graeme Robb Presenters: Graeme Robb - Technical Manager cpd_logo
Session: 28 September 2016

Where, what and how - an update from Prudential Portfolio Management Group (PPMG)

Les and Colin Presenters: Phil Butler - Portfolio Manager, PPMG cpd_logo
Andy Brown - Investment Director, PPMG

Paul Fidell - Senior Business Development Manager

Session: 1 September 2016

Public Sector Pensions Masterclass

Les Cameron Presenters: Moira Warner -  Technical Manager cpd_logo
Session: 1 September 2016

Planning matters - preserving wealth through the generations

Les and Colin Presenters: Les Cameron - Head of Technical cpd_logo

Colin Thomas - Business Consultancy Manager

Session: 21 July 2016

Trustee Investment Masterclass

Les Cameron Presenters: Les Cameron - Head of Technical cpd_logo
Session: 21 July 2016
EU referendum result - expert views on what it means
Tim and Andy Presenters: Tim Fassam - Head of Public Affairs cpd_logo
Andy Brown - Investment Director, Prudential Portfolio Management Group
Session: 27 June 2016
Global diversification - helping to provide consistent returns in a low growth environment
Steve and Paul Presenters: Steve Brear - Investment Consultant, PPMG cpd_logo
Paul Fidell - Head of Business Development (Investments)
Session: 2 June 2016
The Income, Capital Gains and Inheritance Tax treatment of discretionary trusts
Les and Helen Presenters: Les Cameron - Head of Technical cpd_logo
Helen O'Hagan - Senior Technical Specialist
Session: 2 June 2016
1 year on from pensions freedom part 2 - maintaining client suitability requirements
Mark-Ian Presenters: Mark Devlin - Technical Manager cpd_logo
Ian Rosevear - Business Development Manager
Date: 19 May 2016
Pensions and death - benefit distribution, their tax treatments and the Inheritance Tax treatment of pensions Masterclass
Clare-Moffat Presenters: Clare Moffat cpd_logo
Date: 19 May 2016

For UK Adviser Use Only - Not Approved For Use With Clients