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Prudential and ICAEW highlight opportunities for integrated advice

  • Prudential plans UK-wide series of seminars starting in September
  • Focus on how advisers and accountants can work together on financial planning strategies to benefit mutual clients

Prudential is hosting a series of seminars for financial advisers and accountants across the UK, supported by the Institute of Chartered Accountants of England and Wales (ICAEW) Financial Services Faculty. The seminars, the first of their kind, will explore the opportunities for financial advisers and accountants to work together to provide clients with an integrated source of advice.

With a growing emphasis on the value-added services available to clients, the seminars will cover working together for mutual benefit and will help to equip advisers with the tools to identify opportunities for working collaboratively, with their accountancy colleagues, to serve more fully their clients best interests. The latest legislation changes will be explored, with particular emphasis on how different clients will be affected.

Vince Smith-Hughes, head of business development at Prudential said: "By building professional connections and growing their networks advisers and accountants both have an opportunity to provide holistic financial advice to clients. Pension reforms, retirement planning, IHT estate planning and tax saving are just some of the areas where advisers and accountants can work together to provide value-added client services."

John Gaskell at ICAEW Financial Services Faculty, said: "Taking a holistic approach to financial planning is in the best interest for clients and gives advisers and accountants a competitive edge. We look forward to working with Prudential and giving delegates the skills to take advantage of the opportunities available to them."

The 17 half-day seminars are free to attend and are accredited by the Chartered Institute of Insurers (CII) and the Institute of Financial Planning (IFP).

Date Location Venue
15 September
Cardiff
Vale Hotel
16 September
Birmingham
Mariott Forest of Arden
23 September
Edinburgh*
Doubletree by Hilton City Centre
24 September
Glasgow*
200 St Vincent Street
30 September
Manchester
Lancashire Cricket Club
1 October
Preston
Preston Marriott
6 October
Colchester
Western Homes Community Stadium
7 October
Peterborough
The Haycock
13 October
Watford
Hilton Watford
14 October
London
Chartered Accountants' Hall
20 October
Bristol
Tortworth Court Hotel
21 October
Plymouth
Futures Inn
4 November
Newcastle
Marriott Gosforth Park
5 November
Harrogate
Rudding Park
9 November
London
Governors House
11 November
Surrey
Mercedes Benz World
12 November
Hampshire
Solent Hotel & Spa, Fareham

Financial advisers interested in attending these events should speak to their Prudential account manager.

Advisers who register to attend the seminar are encouraged to invite an accountant they are already working with or who they think would be interested in coming along.

For UK Adviser Use Only - Not Approved For Use With Clients