Defined Benefit Transfers - What does CP17/16 say about a personal recommendation

The Insurance Institute of Aberdeen is happy to announce that their next event will focus on benefit pension transfer.

With pension transfers a hot topic for discussion of late across the Financial Planning community, alongside the introduction of the new AF7 (Pensions Transfer) exam, we thought it would be beneficial to bring in some outside assistance.

John Reynolds, of Expert Pensions, whom many of you may know as a specialist in this area, has agreed to come to Aberdeen on 23rd August 2017 to provide us with some seminars on the subject.

Although we have been able to support the cost of bringing John to Aberdeen, this is a paid for event. Tickets are priced at £25 per session

Session 1 (09.15 – 12.15):

Defined Benefit Transfers - What does CP17/16 say about a personal recommendation?

Please note you may also want to book a place at our other session on the day, please be aware that this will be charged separately.

Please feel free to come along at any time after 08.30 for coffee.

There is also a buffet lunch available (from 12.30) for those attending either the morning or afternoon sessions, included in the cost of the event.

This should hopefully provide you with the opportunity to discuss the subject with your peers and ask John any questions which may come up during the sessions.

Spaces are limited so please book soon to avoid disappointment!

To view our image and video capture consent statement, please click here.