Oracle Live webinars
Our Webinars have been designed to inform, interest and educate on a wide variety of topics.
The Defined Benefit Transfer Panel Debate
Vince Smith-Hughes is joined by Gary Kershaw, Group Compliance Director at Simply Biz, Will King, Head of Business Development at Pension Works and Dan Kelly, Managing Director at Onyx Insurance Brokers for a debate around some of the key themes affecting the DB transfer market.
Prudential Risk Managed Collectives Q1 2021 Update
Phil Butler, Portfolio manager at the Treasury and Investment Office (T&IO) and Paul Fidell, Senior Business Development Manager review how the Risk Managed Collective funds have performed in Quarter 1 and the underlying assets contributing to this performance.
Managing better outcomes by managing your ISA's
On this webinar Les Cameron and Vince Smith-Hughes took a look over how the ISA market has developed and grown since their introduction in 1999. They gathered their thoughts on what opportunities there may be for advisers to deliver better outcomes for clients.
Stress Testing Webinars
Colin Simmons, Business Development Manager introduces five recordings from some of the industries leading technology providers. We've invited them to demonstrate how simple and effective it is for an adviser to run stress testing scenarios for their client, when using drawdown and cash flow modelling systems.
Spring Budget 2021
Our technical team talk through the key points from the chancellors budget on 3 March 2021, bringing you the detail on the topics they think matter to you and your clients.
Prufolio Collectives Update
Phil Butler, Fund Manager at the Treasury and Investment Office and Paul Fidell, Senior Investment Business Development Manager, provide an update on the PruFolio collective funds, including their aims and objectives and how we're currently managing the funds.
Annual Allowance Tax Year End Quiz Webinar
Each tax year end our technical team get asked a lot of questions about tax and pensions! This year our technical team hosted three tax year end themed quiz webinars. On this webinar, Barrie Dawson, Technical Manager covered the common things to think about when it comes to Annual Allowance with a tax year end slant on things.
Tax and Trusts Tax Year End Quiz Webinar
Each tax year end our technical team get asked a lot of questions about tax and pensions! This year our technical team hosted three tax year end themed quiz webinars. On this webinar, Graeme Robb, Senior Technical Manager covered the common things to think about when it comes to tax and trusts with a tax year end slant on things.
Pensions Tax Relief Tax Year End Quiz
Each tax year end our technical team get asked a lot of questions about tax and pensions! This year our technical team hosted three tax year end themed quiz webinars. On this webinar, Mark Devlin, Senior Technical Manager covered the common things to think about when it comes to pension tax relief with a tax year end slant on things.
10 things you Absolutely need to know about Bare Trusts
On this webinar, Graeme Robb, Senior Technical Manager helped you gain an understanding of the following: The use of Absolute trusts in lifetime planning, Absolute/ Bare trusts created on death, The income tax, CGT and IHT treatment of Bare/Absolute trusts and planning considerations when using Bare/Absolute trusts.
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.
Les’ Big Fat Quiz of the Year
Our technical team have been reading, writing and presenting on technical matters all year. From top slicing to tapered annual allowances, lifetime allowance to lifetime gifting and special types of trust to scheme pays. The questions have been varied and (sometimes) interesting.
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.