There will be some disruption to PruAdviser access on Sunday 26 May between 1pm and 2pm due to planned maintenance work.
Webex

Oracle Upcoming Webinars

Learn more about our upcoming webinars over the next quarter.

 

Centralised retirement proposition

Session: 20 May 2019

Vince Smith Hughes, Director of Specialist Business Support, will be joined by Rory Percival. They'll consider how regulatory requirements and meeting client objectives can both be met with a clear definitive advice process. They’ll consider PROD requirements, the building blocks needed for a successful proposition and how clients at retirement can be practically segmented.

Presenters: Vince Smith Hughes - Director of Specialist Business Support
                       Rory Percival - Training and Consultancy Ltd 

Suitability reviews

Session: 20 May 2019

Vince Smith-Hughes, Director of Specialist Business Support, will again be joined by Rory Percival. They’ll be considering what disclosure requirements there are for clients on an ongoing basis, and how these can be presented to clients. They’ll also look at how to assess client suitability at reviews to continue to ensure client objectives remain in focus. Finally, we’ll also look at some of the options to consider when looking at SIPP reviews.

Presenters: Vince Smith Hughes - Director of Specialist Business Support
                       Rory Percival - Training and Consultancy Ltd 

Bond & OEICs taxation quiz

Session: 20 June 2019

Last year you told us you liked our interactive quizzes, so on 20 June we have one for you. On this quiz we’ll give you a refresh on the taxation of these two popular investment types. Look out for the questions on the changes to bond taxation.

© Prudential 2019