3rd November 2015

Prudential’s November Oracle Technical now available…

Prudential’s latest edition is now available - bringing you commentary and insight on topical financial matters that have a technical element to them.

In this month's edition:

• Graeme Robb revisits the proposed Personal Saving Allowance. Gerry Brown gets all holistic on us with a case study blending two of his favourite topics – inheritance tax and school/university fees planning.
• Moira Warner, their public sector expert makes her debut with an article on the changes to public sector pensions. These are fairly significant and with another protection season upon us essential reading for those of you with public sector employees as clients.
• Les Cameron has three short articles for you. Firstly, something you may have missed and good news for the post 75 bypass trust. And two protection themed articles, an update on where we are with protection and a musing on who’s afraid of the LTA anyway.
• The helpline has been funny. The pensions wing have had a proper mixed bag of queries with the tax and trust wing having a run on the savings rate of tax.
• And to finish off, there’s no coincidence that they have an “and finally” for your enjoyment.

The new edition is now available on PruAdviser – whilst you’re reading this month’s edition, why not browse their Oracle Library for any previous editions you may have missed?

Prudential’s Oracle publications are CII CPD accredited which demonstrates the quality of the training provider’s course and confirms that it meets CII member CPD scheme requirements. 

Prudential hope you enjoy reading the latest edition and, as always, they welcome your feedback and suggestions on improving future editions. Simply send Prudential an email and they’ll get back to you. 

Pensions