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Oracle. October

This edition focuses on Financial planning in later life.

October 2019

You'll find content that covers:

  • Dealing with vulnerable clients
  • Gifting? There's no time like the present
  • Centralised Retirement Proposition
  • Using small pots when you've run out of lifetime allowance
  • Handling capital and income with care
  • What is ESG

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:

  • Work with and understand the needs of vulnerable clients of all ages
  • Get a better understanding of the treatment of capital surrounding social care
  • What to recommend to a client whose lifetime allowance has run out

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.