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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 Testing Centre 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 webinars

Learn more about our upcoming webinars over the next quarter - you’ll hear from investment, technical and industry experts.

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Displaying 53 articles

WEBINAR

Time for some mid (tax) year annual allowance work?

One of the most important dates in the annual allowance cycle is the 6 October. This is the date when schemes are required to issue pensions savings statements for those that have breached their annual allowance or money purchase annual allowance. <br> <br>On this webinar, Mark Devlin, one of our Senior Technical Managers, took you through the information you need to navigate those advice issues for those who have breached their allowances but also the advice opportunities that may exist for those that haven’t.

WEBINAR

The Planning and Practicalities of Loan Trusts

The Loan Trust has been a long established feature of the Inheritance Tax and Estate Planning landscape. The Loan Trust isn't the most IHT efficient of your standard insurance companies trusts. But it's operation and flexibility means it's an essential part of the financial planners toolkit. It's a useful solution for everything from probate planning to having your client's make that first step to giving some of their money away.

WEBINAR

Series E monthly update October

Paul Fidell looks at the recent performance on the PruFund Series E range of funds.

WEBINAR

How do you get your company’s cash into your bank account?

Companies come in all shapes and sizes from small or medium size businesses found in many cities across the UK to those individuals with their own personal service company which they use to contract out their services.

WEBINAR

Full, Partial or both - how to withdraw money from insurance bonds

Many of your clients will have Onshore and Offshore insurance bonds as part of their portfolios. At some point they may ask for help to make a withdrawal. Should you surrender full segments? Should it be a partial across segments? A mixture? What tools can help?.

WEBINAR

Ensure your CIP stands the test of time

On this webinar Cat McInally looked back at the regulatory backdrop, pressures of CIP, and consider the challenges faced. Then, given the increasing use of ‘passive’ solutions, Michael Watt (T&IO) discussed current investment themes and our approach to multi asset investing in the passive space.

WEBINAR

Series E monthly update September

Paul Fidell looks at the recent performance on the PruFund Series E range of funds.

WEBINAR

Can you take the tax out of politics or the politics out of tax?

The last couple of years have been dominated with the run up to Brexit. And then into 2020 along came Covid.

WEBINAR

Compensation and “Care” – there’s more to trusts than IHT

Compensation and “Care” – there’s more to trusts than IH M Many people are familiar with standard insurance company trusts used in estate and IHT planning. However, more specialised trusts do come to the fore at times, especially where it comes to large compensation awards and protecting the vulnerable. On this webinar Graeme Robb, Senior Technical Manager and Cat McInally, Business Development Manager guided you through these two specialist areas where solicitors and advisers must come together to deliver the best outcomes.

WEBINAR

Adding value at the client review

On this webinar, Les Cameron, Head of Technical, took you through the tax and planning considerations and come short case studies, where adjusting the tax wrapper allocation could improve customer outcomes.

WEBINAR

PruFund Quarterly update

On this webinar, Paul Fidell, Business Development Manager looked the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) on a number of different products and discussed any changes made and why.

WEBINAR

Trio of Top Time Saving Tax tips

On this webinar, Mark Devlin, Senior Technical Manager looked at blending tax theory and case studies to show how our tools and calculators can help you in your pension tax planning work.

WEBINAR

PruFolio Collectives – 2020 Strategic Asset Allocation (SAA) LF Prudential Risk Managed Active & Passive Funds

On this webinar, Philip Butler, Portfolio Manager discussed positioning of the funds following the 2020 SAA review, and where the team see opportunities. Phil also reviewed recent performance, and the journey in navigating these extreme market conditions.

WEBINAR

What to do about the Company Bank Account?

In last month’s Bond Withdrawal webinar, many of the attendees asked for further information on investing corporate money. On this webinar, Graeme Robb, Senior Technical Manager, went through the key tax and planning considerations when Investing Corporate money. Cat McInally, Investment Business Development Manager looked at how our fund solutions fit in with corporate investments.

WEBINAR

The tax treatment of discretionary trusts

On this webinar, Neil Macleod, Technical Specialist looked at the various tax aspects of discretionary trusts, including Inheritance Tax, Income Tax and capital gains treatment.

WEBINAR

Top 10 things to know about Lifetime Allowance

The Lifetime Allowance (LTA) has been with us since 2006 but only in recent years have we found it becoming a frequent source of queries. From death to divorce and protection to planning, and a few points in between. On this webinar, Les Cameron, Head of Technical, took you through ten key pieces of LTA knowledge.

WEBINAR

Series E monthly update

On this webinar Paul Fidell, Senior Business Development Manager looked at the recent performance on the Series E version of PruFund.

WEBINAR

Retirement advice unplugged with Rory Percival

On this webinar, we we’re delighted to be joined by Rory Percival to discuss the recent FCA policy statement and guidance consultation on DB transfers. Importantly a key theme of this session was to look at the impacts on other areas of retirement planning, and how advisers can futureproof their centralised retirement proposition.

WEBINAR

Blending discretionary and smoothed investment solutions to provide better client outcomes

There’s many different investment strategies available to financial advisers for clients in retirement picking the right one at the right time is a highly complex decision. <br/> <Br/> This webinar hosted by Colin Simmons, Business Development Manager, considered the importance of reviewing drawdown clients in these uncertain times and how blending investment strategies and investment managers could lead to better client outcomes. He was also joined by David Butler from Quilter Cheviot and Josh Legg from Curtis Banks.

WEBINAR

Bond withdrawals

Onshore and offshore insurance bonds have been a staple part of financial planning for decades. And like all investments there will come a time where the money is to be withdrawn. Les Cameron, Head of Technical also used a case study to demonstrate the theory.

WEBINAR

Defined Benefit Policy Statement

On this webinar, Les Cameron and Mark Devlin discussed the recent FCA policy statement. After watching the webinar you’ll have an understanding of the FCA’s requirements on DB transfer advice further to the response to CP19/25 and also the FCA’s guidance consultation 20/1.

WEBINAR

The UK and the EU: are we heading for a fall?

This webinar will help to bring you up to speed with the latest state of play Brexit negotiations and give insights into the main issues that are continuing to separate the two sides.

WEBINAR

Quarterly Market update from Prudential

On this webinar, we looked at recent performance and Expected Growth Rates (EGRs) on the PruFund range from Prudential. M&G Treasury and Investment Office provided a market update and they also gave an update on the current portfolio.

WEBINAR

The five whats of advising trustees

With more and more people using trusts through lifetime gifting or there creation in their wills, advising trustees is a key area of financial planning. Whilst there’s some similarities with advising individuals giving advice to trustees is a very different animal. On this webinar Barrie Dawson, Technical Specialist goes through the above in more detail.

WEBINAR

PruFund Quarterly update

This quarter we’ve made a number of changes to the Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) on a number of different products. On this webinar Paul Fidell, Business Development Manager discussed the changes made and why.

WEBINAR

Prudential With-Profit Life Fund & PruFund 2020 Strategic Asset Allocation

The investment strategy of the Prudential With-Profit funds including PruFund is reviewed at least annually through what we call the Strategic Asset Allocation (SAA).

WEBINAR

Pensions, Death and IHT

On this webinar, Mark Devlin, Senior Technical Manager helped you to gain an understanding of death benefits available from pension schemes, the importance of nominating beneficiaries correctly and how pensions interact with the wider IHT regime.

WEBINAR

Retiring traditional thinking in the retirement market

On this webinar we we’re joined by a panel of experts to discuss current thinking in this market. We we’re joined by Tim Eadon, Chartered Financial Planner at Pension Transfer Specialist Firm Eadon & Co, Michael McQuillan Specialist Support Manager at O&M Systems and Andy Kirby, CEO at Money Alive.

WEBINAR

Planning with OEICs

On this webinar Cat McInally (Investment Business Development Manager) and Graeme Robb (Senior Technical Manager) gave a short overview of Prudential’s OEIC range and the taxation of OEICs and heir use in financial planning.

WEBINAR

Digesting the broader economic and market impacts of Coronavirus

Mark Riggall (Head of Client Portfolio Management) and Parit Jakhria (Director of Long Term Investment Strategy) discussed the economic and capital market impacts of the coronavirus crisis, the scale of the subsequent fiscal and monetary policy measures, and talk through the challenges and indeed opportunities for long term investors.

WEBINAR

PruFund – Back to basics

Recent market volatility as a result of the global Coronavirus pandemic has prompted a lot of questions about many things in the investment world. With that in mind, we thought it might be useful to provide you with a reminder and full explanation of some key aspects of our successful PruFund proposition and hopefully answer some of those questions. This webinar covers topics including the smoothing process, the holding account and unit price adjustments.

WEBINAR

ISA planning – using 2020 foresight

During the course of this webinar, we explored the various planning angles using an ISA, which might suit some of your client in the new tax year end and beyond. It included option for both accumulating and decumulating clients, and ensuring tax benefits are fully utilised.

WEBINAR

ICAEW – maintaining income amid market turmoil

On this webinar Vince Smith-Hughes discussed strategies for dealing with clients who may have seen significant drops in their fund values whilst in drawdown, or about to enter drawdown.

WEBINAR

Annual Allowance – 2020 and beyond

On this webinar Mark Devlin, Senior Technical Manager, covered the Annual Allowance with a key focus on the Tapered Annual Allowance and the impact and financial planning opportunities arising from Spring Budget 2020.

WEBINAR

Using trusts in Inheritance Tax Planning

On this webinar we looked at the use of standard insurance company trusts and how they can play a part in delivering the right inheritance planning outcomes for your clients. We looked at the four How’s – how they work, how you use them, how they are set up and how they’re taxed.

WEBINAR

Monthly Investment update

On this webinar, Paul Fidell, Business Development Manager looked at the 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 and Investment Office provided a market update.

WEBINAR

PruFund and Treasury & Investment Office update

On this webinar hear from Paul Fidell (Senior Business Development Manager), Mark Riggall (Head of Client Portfolio Management) and Parit Jakhria (Director of Long Term Investment Strategy) for an update on the PruFund announcements and the impact on the asset allocation.

WEBINAR

Spring Budget 2020

Our technical team are here to digest those big announcements that affect financial planners and tell them what we think it means for their clients and advice.

WEBINAR

The politics of Covid 19 – has the pandemic changed the role of government forever?

Faced with unprecedented public health crisis the response of the Government has been similarly extraordinary, with major restrictions imposed on business and household functions and billions of pounds in support being made available to them. On this webinar, Michael Collins, Director of Government Affairs examined the politics behind the handling of Covid 19 in the UK and what it means for the future role of Government.

WEBINAR

Webinars with Selectapension and O&M systems

On these webinars, we've focused on the pension switching advice and have been joined by two of the largest adviser software providers O&M systems and Selectapension.

WEBINAR

Prudential Risk Managed Passive and Active 2019 review and 2020 outlook

On this webinar Phillip Butler; Portfolio Manager and Cat McInally, Business Development Manager, discussed how the Risk Managed Passive and Risk Managed Active fund ranges performed in 2019 and highlighted both the main tactical and strategic asset allocation positions taken.

WEBINAR

Family Fortunes webinars

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.

WEBINAR

Quarterly market update from Prudential

This webinar looked at recent performance and Expected Growth rates on the PruFund range form Prudential. M&G Treasury & Investment Office provided a market update and gave an update on the current portfolio positioning for PruFund.

WEBINAR

PruFund - standing by you and your clients for 15 years

On this webinar, Paul Fidell, Senior Business Development Manager will cover key events of the last 5 years, how these have impacted upon investments, how PruFund has come through for investors and also look at some comparative performance numbers.

WEBINAR

Brexit Update

On this webinar, Branamira Radoslavova, Head of Government Relations, Europe and International discussed the outcome of the Brexit discussions following the deadline of 31 October. She also summarised what the outcome means for financial services and what to expect in the months to come.

WEBINAR

Prudential Investment insights

Phil Butler, Multi Asset Portfolio Manager at M&G Treasury and Investment Office gave a year end update for LF Prudential Risk Managed Active and LF Risk Managed Passive fund ranges. He covered what were the main fund highlights for 2019, performance update, market overview and possible opportunities and headwinds for 2020.

WEBINAR

2020 and beyond seminar

We live streamed the final seminar on the 29 October. Hot on the heels of the latest FCA pension transfer advice consultation paper 19/25, what better time is there to find out what this means for you and advice in the future.

WEBINAR

FCA Paper CP19/25 panel debate

During this debate Vince Smith-Hughes and Les Cameron of Prudential were joined by Andy Kirby, CEO of Money Alive, Director of Mint Wealth Management and AdviserHome, Rory Percival, Regulatory Consultant and Damian McPhun, Partner at Beale & Co Solicitors. The panel not only looked at the details within the consultation but also the implications in the wider advice market and what this will mean for advisers in the future.

WEBINAR

Investment Insights

On this webinar, Sahil Shaikh, Multi – Asset Portfolio Manager at M&GPrudential Treasury and Investment office dicsussed the recent implementation of the 2019 Strategic Asset Allocation for the LF Prudential Risk Managed Active and LF Prudential Risk Managed Passive Funds ranges. He covered what the main changes were in the 2019 Strategic Asset Allocation, why the changes been made and a performance update and market overview.

WEBINAR

Handling income and investments with care

On this webinar, Neil MacLeod and Vince Smith – Hughes, discussed with Tony Miles of My Care Consultant how different types of income and investments are treated in respect of local authority financial assessments, and how much individuals are required to contribute to their financial care in different circumstances. In addition they discussed the use of care consultants and the different ways advisers firms can use them.

WEBINAR

55%, 25% or 0%: How much should you pay, when it comes to LTA?

On this webinar Jacqueline Clezy worked through a typical case study demonstrating the highly nuanced area of Lifetime Allowance planning.

WEBINAR

FinTech Webinar Week

Learn more about our FinTech Webinar Week.

WEBINAR

Quarterly Market update with Prudential

On this webinar we looked at recent performance and Expected Growth rates on the PruFund range from Prudential.