Webex

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:

  • Gifting
  • 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.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.