9th January 2015
Prudential: Advising in 2015 – Keep Calm and Carry On
Advising in 2015 – Keep Calm and Carry On
With regards to advising in 2015 we think it is important to ‘Keep Calm and Carry On’.
Despite ever tightening regulations around suitability and major changes in legislation on the horizon – we believe 2015 will present many opportunities for advisers.
To help get the new year off to a flying start we are running 22 seminars nationwide that provide expert insight into:
- FCA expectations on meeting investment suitability
- How to meet client’s retirement and investment expectations
- How due diligence can be demonstrated when recommending Prudential
- The importance in providing a range of potential outcomes to clients
Each seminar will last 1.5 hours and will qualify for CPD, so don’t miss out book your place now. Please make sure you have your unique PruEvent number to hand when you book – this can be found on your invitation email.
Why should you attend?
Providing the right advice in the right way to clients has never been more challenging or interesting. Our experts will guide you through a detailed case study that focuses on advice solutions, due diligence and how an advice strategy can be demonstrated.
And there’s more…
Each seminar will also include an update from our investment manager Prudential Portfolio Management Group Ltd (PPMG), who will present a valuable insight into their investment management style and why it continues to suit many different client types.
Don’t miss out, book now
In the words of Winston Churchill “A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” Join us in embracing the opportunities that lay ahead in 2015 and book your seminar place now using your unique PruEvent number, which can be found on your invitation email.
If you do not have a PruEvent number, please email seminars@prudential-events.co.uk
We look forward to seeing you there.

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