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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


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" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.