Prudential to host UK-wide seminars for financial advisers and planners

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Prudential plan free UK-wide seminars to highlight opportunities for financial advisers to grow their businesses through working with solicitors

Prudential is hosting a series of financial planning seminars for advisers across the UK in September and October in partnership with SIFA, a leading representative body for supporting interaction between financial advisers and solicitors.

The seminars will support advisers and financial planners by highlighting how they can grow their businesses by establishing and maintaining professional connections with solicitors.

From SIFA's view on the current legal profession to its golden rules on developing legal connections, these nationwide seminars will focus on the practicalities for advisers of dealing with solicitors and trustees.

There will also be an analysis of the various advice aspects relating to financial planning and dealing with trustees to ensure appropriate advice and outcomes are provided to clients.

The event will include a number of smaller breakout sessions hosted by SIFA and Prudential specialists to enable delegates to gain a greater understanding of the mechanics of legal practices and advising trustees.

Attendees will receive two and a half hours of IFP recognised accreditation.

All 14 seminars are free to attend.

Paul Harrison, head of business consultancy at Prudential said: "It has never been more important for advisers to consider establishing professional connections as a way of growing their businesses and attracting new clients.

"Through better understanding the challenges that another profession is facing, advisers and solicitors can work more effectively together to enhance their service offering to their clients."

Dave Seager, development director at SIFA, said: "We were delighted when Prudential became the new sponsors of SIFA's flagship publication, Trustinvest, this year.

"On the back of this closer working relationship, we were honoured to be asked to headline their renowned Autumn adviser roadshows and their popularity suggests the subject is topical and of interest to many advisers.

"There are so many good reasons for financial planning firms to be looking to forge better partnerships with solicitors and I hope after the events the delegates will be better equipped to do so."

Nationwide research conducted by Prudential in June showed that establishing professional connections is a particular area of focus for advisers with almost a quarter (23 per cent) planning on tie-ups with specialist legal advisers.

Financial planners and advisers interested in attending these events can book a place at


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Louise Wilkie         
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