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Prudential - Oracle Upcoming Webinars - August and September

21 August 2020
Our Adviser Support Programme aims to give you the best in technical and business development support, so you can continue to give your clients the benefit of your professional expertise.

Here’s our runway of webinars for August and September. 

PruFund Quarterly update
Session: 25 August 2020

On this webinar, Paul Fidell, Business Development Manager will look at the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) on a number of different products. He'll also discuss any changes made and why.

Adding value at the client review
Session: 27 August 2020

Client’s will have a set of needs and objectives when they first embarked on their financial planning journey. But over time circumstances can change meaning their tax wrapper allocation may not be best suited to their evolving needs.  Equally, what might a "new normal" client review look like? Client reviews are a large part of an advisers workload and they can add value by ensuring their client’s tax wrapper allocation evolves with their changing needs.  

On this CPD accredited webinar, Les Cameron, Head of Technical, will take you through the tax and planning considerations and some short case studies considering where adjusting the tax wrapper allocation could improve customer outcomes. 

 This session should help you gain a better understanding of: 
  • the UK tax system 
  • the fundamentals of the financial planning process 
  • tax based planning considerations
Gain 60 minutes structured CPD

Quarterly Market update from Prudential
Session: 1 September 2020

On this webinar, M&G Treasury and Investment Office will provide a market update and an update on the current portfolio. We'll also take the opportunity for another look at recent performance and Expected Growth Rates (EGRs) on the PruFund range from Prudential.

Gain 60 minutes structured CPD

Compensation and “Care” – there’s more to trusts than IHT
Session: 10 September 2020

Many people are familiar with standard insurance company trusts used in estate and IHT planning.  However, more specialised trusts do come to the fore at times, especially where it comes to large compensation awards and protecting the vulnerable.

In this CPD accredited webinar Graeme Robb, Prudential Senior Technical Manager, will guide you through these two specialist areas where solicitors and advisers must come together to deliver the best outcomes. In particular, he’ll help you gain a better understanding of:

  • Personal Injury Trusts
  • Trusts for vulnerable beneficiaries
  • The taxation of these trusts
The financial planning considerations when advising trustees of these trusts.

Gain 60 minutes structured CPD


16 December 2021

Invesco - Investment Intelligence Seminars 2021 - On demand

14 December 2021

Invesco - 2022 investment outlooks

10 December 2021

Prudential: Case study 3 - Funding for decumulation

8 December 2021

intelliflo - Uncovering the advice gap; the Advice Map of Britain

29 November 2021

Just WIN, WIN, WIN... Thank you

26 November 2021

Blackfinch Energy acquires largest solar farm to date

26 November 2021

ESG at Invesco

26 November 2021

Prudential - International Portfolio Bond – helping your clients help the planet

16 November 2021

Octopus On Film - Diversity and inclusion

3 November 2021

What investors want: Our research on client perceptions of ESG investing

3 November 2021

Mitigo - Why cyber risk management is not the same as IT support

28 October 2021

intelliflo - Why you shouldn’t discount technology for older clients

28 October 2021

Prudential - The year of 2.5 budgets

25 October 2021

Invesco - Small steps to a better future

15 October 2021

Prudential - ISA Case study 1 – Managing volatility with cash

14 October 2021

Prudential On Film - ESG

12 October 2021

intelliflo - How technology will impact the future of paraplanning and advice

11 October 2021

Just: Winners of Just Group vulnerable customer awards announced

11 October 2021

Prudential: ESG Policy for the Risk Managed Passive and Risk Managed Active fund ranges

7 October 2021

Aegon - Thinking ahead: Social care funding and intergenerational advice

13 September 2021

Invesco - Investment Intelligence Seminars 2021 – register now

8 September 2021

Blackfinch Renewable European Income Trust September 2021

7 September 2021

intelliflo - Five benefits of a client portal

7 September 2021

Prudential - Our 'Future-proofing Fridays' seminars are coming to you virtually

6 September 2021

Prudential - New PruFund Support

26 August 2021

PruFund range of funds - EGR and UPR announcement

26 August 2021

intelliflo - The power of deep integrations

25 August 2021

PruFund Planet - Support for your ESG client conversations

23 August 2021

Prudential - PruFund Planet - How are the funds managed?

20 August 2021

Prudential - Download the app for automatic daily valuations through intelliflo

12 August 2021

Prudential - The Great Reset: Why it's time to invest for a sustainable recovery

11 August 2021

Prudential - Planning for education?

6 August 2021

Invesco - It's more about growth than inflation

6 August 2021

Prudential - Sir Isaac Newton’s first law of motion and ESG

3 August 2021

Prudential - PruFund Planet - The power to create the world your clients want

2 August 2021

Prudential - Our 'PruFund Planet - a world of good' seminar is coming to you virtually

21 July 2021

Just on Film - Vulnerable Clients

19 July 2021

Prudential - Pep up your ISA planning webinar

7 July 2021

intelliflo - Future-proofing your technology