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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





 

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