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Oracle. August

This edition focuses on technology.

August 2019

You'll find content that covers:

  • Death benefit nominations
  • Will technology be the end for advisers?
  • Can Inheritance Tax be made easier?
  • ESG investing

CPD

Readers completing this accredited issue of Oracle can claim 60 minutes CPD towards the CII/PFS member CPD scheme & CISI scheme. Having read this edition of Oracle you’ll be able to:

  • Find the best way to register Trusts online before Top Slicing Relief (TSR) arrives
  • Give clients clearer direction of pensions that offer selected beneficiaries full flexible death benefit
  • See how to match suitable technology with client suitability

To get your CPD certificate you need to visit our Test Centre and take the test. You can find this at: www.prutestcentre.co.uk

© Prudential 2020