SIFA Professional
@SIFA_News
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An account for Sifa Professional & Consulting Adviser & Former MD, Dave Seager. Building stronger connections between financial and legal professionals
Epsom, Surrey
Joined April 2011
Our festive blog for @legalfutures suggests 5 Golden links - See what we did there?π 5 links/resources originating in the financial world that will be equally useful to legal colleagues and certainly should be the basis of some collaborative discussions. Happy Xmas π
New blog from @SIFA_News : Five golden links for a caring Christmas and New Year https://t.co/5IbiKqMsuN
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New blog from @SIFA_News : Five golden links for a caring Christmas and New Year https://t.co/5IbiKqMsuN
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Our festive blog for @legalfutures suggests 5 Golden links - See what we did there?π 5 links/resources originating in the financial world that will be equally useful to legal colleagues and certainly should be the basis of some collaborative discussions. Happy Xmas π
New blog from @SIFA_News : Five golden links for a caring Christmas and New Year https://t.co/5IbiKqMsuN
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New blog from @SIFA_News : Five golden links for a caring Christmas and New Year https://t.co/5IbiKqMsuN
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Tomorrow, from 9.15am, weβll hold the first session of our inquiry into the rising state pension age and the impact on those who are close to receiving their pension. We'll hear from @TheIFS, @Ageing_Better, @ILCUK, @PPI_Research and @StandardLifeUK.
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One of 2 blogs for @legalfutures to round off 2025. Sadly, we all now that far too few clients or potential clients have their Wills sorted. However, new research suggests that millions are potentially considering it. π https://t.co/3eWL3tRxNd
legalfutures.co.uk
The main reason cited by people who do not have a will was a lack of awareness as to how to arrange one. As a professional community, we seem to be failing to get our message across.
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Blog by @SIFA_News : There are 17 million wills waiting to be written
legalfutures.co.uk
The main reason cited by people who do not have a will was a lack of awareness as to how to arrange one. As a professional community, we seem to be failing to get our message across.
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Forgive the clickbait headline but it does come from research. Great read π
Blog by @SIFA_News : There are 17 million wills waiting to be written
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For financial advisers only. Enhance your knowledge by completing the current Consumer Vulnerability in Later Life online training provided by Just with content created by SOLLA. Youβll receive 60 minutes CPD on successful completion. https://t.co/84lXisNHzB
#FinancialPlanning
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A fabulous resource and reminder to financial planners and lawyers. Bravo π
Financial Abuse can be hard to spot. That is why we created our 'Spot the signs' campaign, where we share resources that can help you spot the signs of this kind of abuse and learn more about the action to take if you suspect it is happening. Click through these images with
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Another shout out for our recent piece on vulnerability. π
In this monthβs blog we encourage our legal colleagues to consider vulnerability as we would as a financial planning profession. Inspired, in part, by @Just_Adviser the piece elaborates on the 4 areas of vulnerability they identify. #vulnerability @joineduplegalandfinancial
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Blog by SIFA: The four key areas of vulnerability
legalfutures.co.uk
Both financial and legal regulators are, and have been for some time now, keenly focused on client vulnerability or clients in vulnerable circumstances.
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In this monthβs blog we encourage our legal colleagues to consider vulnerability as we would as a financial planning profession. Inspired, in part, by @Just_Adviser the piece elaborates on the 4 areas of vulnerability they identify. #vulnerability @joineduplegalandfinancial
Blog by SIFA: The four key areas of vulnerability
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For financial advisers only. Updated for 2025/2026, the Consumer Vulnerability in Later Life online training provided by Just with content created by SOLLA, will help with your understanding of the characteristics of vulnerability and much more. https://t.co/uqRLtICoL3
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For financial advisers only. Our new Policy effectiveness assessment is packed with suggested questions to help you assess your vulnerability policy. Get it here: https://t.co/XYYBKBZXSb
#VulnerabilityMatters #JustVC #FinancialVulnerability
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Financial advisers β weβre bringing back the βGen X-Factorβ of retirement planning! This time, weβre heading to Manchester. Hear from experts including @danhaylett (Humans vs Retirement) and @RobinMelley (Consumer Duty Alliance), and discover practical steps for delivering
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For financial advisers only. How is digitalisation connected with vulnerability? Learn more by completing the current Consumer Vulnerability in Later Life online training provided by Just with content created by SOLLA. Youβll receive 60 mins CPD on successful completion.
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A fabulous resource and reminder to financial planners and lawyers. Bravo π
Financial Abuse can be hard to spot. That is why we created our 'Spot the signs' campaign, where we share resources that can help you spot the signs of this kind of abuse and learn more about the action to take if you suspect it is happening. Click through these images with
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π¨ Donβt miss National YRes Conference 2025 π¨ π¬ Join us to shape your next steps, meet peers & learn from top voices in the field. π
7 November at the Hilton London Tower Bridge π β¬οΈ Secure your spot today!
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π₯π²ππΌπΉπππΆπΌπ» π½πΏπΌππ±πΉπ πππ½π½πΌπΏππ #BlackHistoryMonth π΄We are committed to building a family justice community where Black voices are heard, valued, and celebrated β not just this month, but all year round π«Ά
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