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.
Upcoming: Investment Matters webinar
It is an established philosophy that there are three essential elements to a healthy mind-set; Learn from the past, Plan for the future & Live in the present. This philosophy also applies to the world of investments.
Quarterly market update from Prudential
On this webinar, Prudential Portfolio Management Group (PPMG) and Paul Fidell from Prudential, will provide an update on the markets over the last quarter.
Brexit update – implications for financial services
On this webinar, Branimira Radoslavova, Head of Government Relations, Europe and International at M&G Prudential will discuss latest Brexit developments on both sides of the Channel, the outlook for a future EU-UK trade deal and implications for financial services.
Inheritance Tax – overview, update, planning & trusts
Against a backdrop of the seemingly inexorable rise in IHT receipts and an ongoing review into the complexities of the IHT regime, more than ever, clients need advice on IHT planning options.
Value for money without compromise?
With many advisers balancing the challenge of achieving greater diversification in a more cost effective way, we demonstrated that sacrifice is not always required.
Majoring on the Macro - Learning Matters Webinar
Joint webinar with M&G and Prudential bringing together Financial Planning and an Economic Update. This webinar is for those that couldn’t make one of our seminars that took place across the UK.
Suitability Matters webinar
Rory Percival, regulatory consultant, joined us with a wide ranging assessment of topical regulatory issues in the investment and retirement space. Colin Simmons – Business Development Manager (Pensions) focused on delivering good customer retirement outcomes. Alongside Rory and Colin, John Glover of Moneyalive showed attendees how their system can be used to triage clients considering asking for advice in respect of their defined benefit scheme, without crossing the line into advice. This webinar is for those that couldn’t make one of our seminars that took place across the UK.
Defined Benefit transfers – meeting client objectives and regulatory requirements
On this webinar Vince Smith-Hughes was joined by a panel of experts in different aspects of DB transfers. Vince is joined by Luke Dickens of Selectapension, Jamie Newell of Q3 insurance – a specialist firm in securing professional indemnity to advisers and Damian McPhun of Beale and Co solicitors. The panel looked at various topical aspects of DB transfers, with the emphasis on achieving good client outcomes, meeting regulatory and professional indemnity requirements and helping to futureproof advice processes.
CPD Quiz Webinar – Annual Allowance
On this webinar, through a series of testing questions, Jacqueline Clezy looked at what’s included in the Annual Allowance, when different Annual Allowance limits apply, covering the Money Purchase Annual Allowance and the Tapered Annual Allowance and finally she looked at Annual Allowance planning.
Delivering better client outcomes with the same pot of money?
On this webinar, Les Cameron, Head of Technical took a look at your client’s existing savings and investments and asked…Can they work harder? Are they still in the right tax wrapper? Is there money still working the best for their needs? Les took a look at the taxation of the main tax wrappers and worked through some case studies showing how you could improve customers outcomes working only with their existing funds.
CPD Quiz Webinar event page
Our helpline gets asked hundreds of questions every week testing our knowledge. Our monthly CPD quizzes give us the chance to test yours.
CPD Quiz Webinar – Taxation of trusts
On this webinar, through a series of testing questions, Helen demonstrated how different types of investments are taxed within trusts covering income tax, capital gains tax and inheritance tax. She also looked at the tax on the different types of trusts commonly used today.
Regulatory reality check
On this webinar, we had guest speaker Mike Barrett (Consulting Director) at Lang Cat. He looked at the key implications of Investment Platforms Market study interim report for financial intermediaries, the new costs and charges reports which will be issued by platform providers in the coming months and consider how to prepare clients. He also covered the long term administrative and cost impacts of MiFID II and some possible solutions, what MiFID II means for model portfolios and dealing with DFMs. And finally what the changes to the FCAs rules in PROD mean for financial intermediaries and the common mistakes to avoid.
CPD Quiz Webinar - Pension Death Benefits
On this webinar, through a series of testing questions, Jacqueline Clezy looked at flexible death benefit options, scheme discretion and expressions of wish/nominations. She covered lifetime allowance tax and finally using trusts.
CPD Quiz Webinar - Lifetime Allowance
On this webinar, through a series of testing questions, Jacqueline Clezy looked at the operation of the lifetime allowance, benefit crystallisation and lifetime allowance protections
University Fees Planning
On the webinar, we used a case study to explore planning for university funding, including what trusts can be used and how they’re taxed.