Professional Connections Event

Hosted By The Personal Finance Society

Wednesday 13 July 2016

Venue: Hilton Maidstone, Bearsted Rd, Maidstone ME14 5AA

Time: AM Session 10:15 for 10:30 Start
PM Session 13:15 for 13:30 Start

Event overview:

In an increasingly complex and competitive marketplace it is more important than ever that your business seeks to provide even greater value to your clients through a joined up and differentiated service proposition. Within this context it makes sense for Financial Advisers to work more closely together with both Accountants & Solicitors in order to deliver mutual clients with an integrated Professional Advice Proposition. Forming these productive professional connections can help to deliver better client outcomes, increase revenue and enhance your competitive edge.

Speaker: PRUDENTIAL

A broad overview of the tax-efficient investment universe with an insight to recent legislation changes and their impact on the market. Attendees will also profit from an understanding of the tax benefits associated with tax-efficient investments, how to research the market and the key factors to consider before making an investment

Speaker: LGBR CAPITAL

Learning objectives
Join us at our local seminars to explore maximising these opportunities further and we'll help you to:

• Have a better understanding of how Financial Advisers, Solicitors and Accountants can work together for mutual benefit
• Have a greater awareness of the different regulatory regimes that Financial Advisers and Chartered Accountants & Solicitors need to comply with
• Using case study examples, be able to identify practical opportunities for working collaboratively to serve the best interest of clients
• Know how to access the support that is available to Advisers and Accountants through The Personal Finance Society, The Financial Services Faculty of the ICAEW, through Prudential and through LGBR Capital.

Booking
Spaces for this event are limited to 30 including CII/PFS Members and your optional guest. Thus the session is being run twice once in the morning and again in the afternoon so that this opportunity is available to as many members as possible to benefit and are available on a first come first served basis.

To avoid disappointment please book via the following:
• For the Morning Seminar and Lunch click HERE AM
• For Lunch and the Afternoon Seminar click HERE PM

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