Oracle Upcoming Webinars
Learn more about our upcoming webinars over the next quarter.
Monthly Investment update
Session: 25 March 2020
On this webinar Paul Fidell, Business Development Manager will look at 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 & Investment Office will provide a market update.
Family Fortunes webinar
Session: 27 March 2020
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.
We’ll explore a wide range of financial planning opportunities including:
- Personal taxation
- Intergenerational planning
- The potential impact on allowances.
Kirsty Anderson, Business Development Manager will be presenting a pensions session at 9.30am. At 11am Cat McInally, Business Development Manager will present on the investment side.
Register for both sessions below.
ISA planning – using 2020 foresight
Session: 23 April 2020
During the course of this webinar we will explore the various planning angles using an ISA, which might suit some of your clients in the new tax year and beyond. This will include options for both accumulating and decumulating clients, and ensuring tax benefits are fully utilised.