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Oracle Live webinars

Watch past recorded webinars or join upcoming webinars (via WebEx). You can sign up to be notified by email of upcoming webinars by email.

Once you’ve watched a webinar, go to the Testing Centre to answer some questions and receive a certificate for structured CPD

They have been accredited by the Personal Finance Society member CPD scheme and the Chartered Insurance Institute.

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Displaying 56 articles

WEBINAR

Upcoming: CPD Quiz Webinar – Annual Allowance

On this webinar, through a series of testing questions, Jacqueline Clezy will look 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’ll look at Annual Allowance planning.

WEBINAR

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.

WEBINAR

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.

WEBINAR

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.

WEBINAR

Quarterly market update from Prudential

On this webinar, Parit Jakhria from Prudential Portfolio Management Group provided an update on how markets have performed so far in 2018, any current themes and how this is influencing portfolio positioning.

WEBINAR

How cohesive is policy?

On this webinar, Peter covered off current Government policy developments and changes as well as the reasons, backgrounds and the industry position.

WEBINAR

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.

WEBINAR

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.

WEBINAR

Brexit - ongoing negotiations and implications for financial services

On this webinar, Tim Fassam, Head of Public Affairs at Prudential discussed the latest insights from the UK political and policy environment and ongoing Brexit negotiations. He also covered recent political events and the formal process for the UK to leave the EU.

WEBINAR

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

WEBINAR

Collaboration and Estate Planning

On the webinar, we had guest speakers, John Gaskell (ICAEW) and Eric Clapton (Vice Chair of ICAEW Personal Financial Planning advisory group). Through a case study and Q&A session, we explored the importance of collaboration when estate planning.

WEBINAR

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.

WEBINAR

CPD Quiz Webinar – Income Tax

On this webinar, through a series of testing questions, Liz Hardie looked at the different types of income, the order in which they are taxed and how they interact with each other for individuals.

WEBINAR

Majoring on the macro - M&G and Prudential webinar

On this webinar M&G gave an economic update covering the latest key global macro-economic events, views, opportunities and challenges. Prudential covered making the most of allowances, exemptions and tax wrappers.

WEBINAR

Quarterly market update from Prudential

On this webinar, Barry Widdows and Parit Jakhria, both from Prudential Portfolio Management Group (PPMG), provided an update on how markets have performed so far in 2018, any current themes and how this is influencing portfolio positioning.

WEBINAR

Cascading wealth – opportunities to explore

On this webinar, Stan Russell, Senior Business Development Manager began by looking at the IHT implications if a client makes a transfer and dies within two years. George Pullar, Business Development Manager, looked at some of the key challenges faced when moving in to decumulation and looking to support a sustainable income and the use of ISAs as part of the key strategy.

WEBINAR

Bond benefits and Assignment

On this webinar George Pullar, Business Development Manager started by looking at the key benefits of investing in investment bonds, with a focus on education funding and IHT planning. Following on from George, Liz Hardie, Technical Specialist took an in depth look at Assignment through the use of a case study.

WEBINAR

CPD Quiz Webinar – OEIC taxation

On the webinar, through a series of testing questions, Graeme Robb looked at the taxation of the investor. More than that though, he considered the ‘internal’ taxation of the fund to give that complete picture. Graeme considered the perennial issue of the interaction between OEICs and insurance bonds.

WEBINAR

Scottish Rate of Income Tax

Webinar about the Scottish Government’s powers over tax, the implications of the Scottish higher rate threshold, who is a Scottish taxpayer and the impact on pension contributions.

WEBINAR

Defined Benefit Transfers – the futureproofing of advice

On this webinar, independent regulatory expert Rory Percival and Director of Specialist Business Support at Prudential Vince Smith-Hughes discuss the current state of the DB market, the recent policy statement and consultation document and what advisers can do now to help futureproof DB transfer advice.

WEBINAR

Planning matters – delivering your clients income needs

We recently ran a series of seminars across the UK that proved really popular, attracting over 1,400 advisers. Feedback was so strong that we decided to run a webinar that covers the key points discussed, so those who didn’t make it don't miss out.

WEBINAR

DB policy paper and consultation

The FCA have finally issued their long awaited response to last year's consultation on DB transfer advice. And they've issued a further consultation too

WEBINAR

Regulatory special - Disclosure

PRIIPs and MiFID II have arrived, but early signs are that these together with the existing disclosure requirements we all know and love are causing confusion.

WEBINAR

Political update

Learn about the latest insights from the UK political and policy environment and understand the ongoing Brexit negotiations.

WEBINAR

Quarterly market update

Get CPD for learning about the latest on the market from Prudential Portfolio Management Group (PPMG), including current asset valuations, how portfolios are currently positioned and how it sees the rest of the year playing out.

WEBINAR

4 big ISA questions answered

Get CPD for learning about the actual size of the ISA market, what type of ISAs are most popular and recent investment trends. We’ll also look at current issues you need to think about when advising an ISA client and learn about new ISA opportunities you might not have considered.

WEBINAR

ISA online submission

Walk through the process of completing an online ISA application, step by step.

WEBINAR

Tax year end planning opportunities

Get CPD for learning about the planning opportunities for clients as we approach tax year end – making the most of inheritance tax exemptions, capital gains tax exemptions and ISA allowances.

WEBINAR

Festive tax quiz of the year

Get CPD for learning about the common technical mistakes encountered when dealing with the UK tax system.

WEBINAR

Political update: Brexit, ongoing negotiations – December 2017 webinar

Learn about the latest insights from the UK political and policy environment and understand the ongoing Brexit negotiations.

WEBINAR

Quarterly market update – December 2017

Get CPD for learning about the latest on the market from Prudential Portfolio Management Group, including current asset valuations, how portfolios are currently positioned and how it sees the rest of the year playing out.

WEBINAR

Technical, regulatory, investment, planning (TRIP) seminar

Learn about defined benefits and the proposed changes to TVAS, topical changes to taxation and the implications for clients, trusts and their planning opportunities, and get an overview of current investment markets and what we can expect in 2018

WEBINAR

Autumn Budget 2017

Learn about the key Autumn Budget 2017 announcements and the initial impact on planning.

WEBINAR

A taxing bonds quiz

Learn about the chargeable event regime, calculating gains and identifying who is taxable.

WEBINAR

Annual allowance calculator webinar

Learn how to make the most out of PruAdviser’s online annual allowance calculator.

WEBINAR

Planning for university fees

Webinar on considerations when planning for university funding as well as the key trusts used for university planning and how they are taxed.

WEBINAR

How to get £50k+ tax-free income? Webinar

Learn about individual tax rates, allowances and the order of taxation and how these all fit together when considering client situations.

WEBINAR

Corporate investing without losing the entrepreneurial spirit

Webinar on corporate investing without losing the entrepreneurial spirit. Learn about the qualifying rules for Entrepreneurs’ Relief, the options for extracting profits from your business and accounting practices.

WEBINAR

How can I get 100% tax relief or more?

Learn about how to maximise tax relief and use pension contributions to mitigate bond taxation and capital gains tax, as well as use tax relief on a family basis to reduce income tax and inheritance tax.

WEBINAR

I'm nearing the Lifetime Allowance - what do I do?

Get CPD minutes after learning about the operation of the lifetime allowance, the taxation of death benefits and key planning considerations when clients are near or over the allowance.

WEBINAR

5 days, 5 great planning ideas: a week of opportunities

A week of webinars on lifetime allowance, tax relief, corporate investing, taxation and planning for university fees.

WEBINAR

Quarterly market update – September 2017

Webinar on the latest on the market from Prudential Portfolio Management Group, including correct asset valuations and how portfolios are positioned - September 2017.

WEBINAR

Political update - Brexit post-election announcement

Webinar to learn about the latest on UK policy, including Brexit, a single guidance body, National Insurance, the Finance Bill, Budgets and more.

WEBINAR

Why invest in Alternatives

Webinar on why to invest in alternatives - Learn about the opportunities available in less liquid and specialised asset classes like hedge funds, private equity and infrastructure.

WEBINAR

Understanding the investment engine: a PPMG masterclass

Webinar on understanding the investment engine - a PPMG Masterclass.

WEBINAR

An insight in to Multi–Asset Portfolio Management

Webinar how the Portfolio Management team within PPMG is involved in strategic and tactical asset allocation decisions and manages all portfolios to keep them in line with target exposures and limits.

WEBINAR

Manager oversight

Webinar on the due diligence process by Prudential Portfolio Management Group’s Manager Oversight team and how this ensures underlying fund managers are performing in­line with expectations.

WEBINAR

An introduction to Investment Research

Webinar on an introduction to investment research and how it provides economic and market insights that underpin portfolio positions.

WEBINAR

The Anatomy of Long–Term Asset Allocation

Webinar on the anatomy of long–term asset allocation and how PPMG formulate the long–term strategic asset allocation that underpins Prudential’s multi-asset portfolios.

WEBINAR

Trust planning

A day of webinars looking a trust planning.

WEBINAR

The Residence Nil Rate Band (RNRB)

Webinar on lump sum planning with insurance company trusts as well as the UK inheritance tax landscape, including the residence nil rate band.

WEBINAR

Pensions and Trusts

Webinar on pension death benefits, the options available, pension taxation when death benefits are paid to a trust and when it is appropriate to use trusts and pensions.

WEBINAR

Investment considerations for trustees

Webinar on trustee investment considerations, the Trustee Act 2000, how investments are taxed within trusts and how tax wrappers can be considered as trustee investments.

WEBINAR

The ‘what’ of trusts (part one)

Webinar on why you would use a particular trust, how to use a particular trust, the access for settlers and beneficiaries and the tax on a particular trust. (Part 1)

WEBINAR

The ‘what’ of trusts (part two)

Part 2 in the series of webinars on why you would use a particular trust, how to use a particular trust, the access for settlers and beneficiaries and the tax on a particular trust.

WEBINAR

Quarterly market update from Prudential

Webinar on economic conditions and the due diligence applied to Prudential’s asset allocation strategy.