24th October 2014

Prudential: Oracle technical – October edition

Our latest edition is now available - covering interesting and topical related commentary that could help you to identify new financial opportunities with your clients. Read the latest edition

In this month's edition of Oracle we look at the following: 

- Prudential are currently presenting a series of seminars in conjunction with SIFA which aim to help advisers develop stronger working relationships with solicitors. Read more on this in Graeme Robb's 'The accountants are coming...' article.

- Gerry Brown looks at the case of Mr Forsyth and his membership of the company healthcare scheme in the 'Forsyth (not Bruce) v the taxman' article.

- Les Cameron explores the Chancellor's recent announcement on the proposed changes to pension death benefits in the 'Is patience a virtue?' article.

- Darren McAinsh looks at Phased Drawdown and discusses whether it is time is up following the Freedom and Choice consultation. Read more about this in the 'Is phasing dead?' article.

- Our regular monthly 'Questions from the technical helpline' article which looks at the IHT position of trustees following the latest HMRC consultation. 

We hope you enjoy reading the latest edition and, as always, we welcome your feedback and suggestions on improving future editions. Simply send an email to: technical.helpline@prudential.co.uk

Prudential Retirement Modeller

We hope you're enjoying using our new Retirement Modeller and just to let you know, we've made some more improvements following your feedback and suggestions. Some of these include:

-        Survival probability graph pinpoints - now shown as 2 year increments instead of the previous 10 year intervals

-        Key for graph output – you can now click on the key below the graph output to show/hide each option – perfect for when users only want to see one output on display.

If you have any questions or require help on using the new tool, please contact your Prudential Account Manager or send an email to our Retirement Modeller mailbox and we'll get back to you. 

Pensions, Retirement