CPD Breakfast Seminar - Pension Transfer Gold Standard

The Insurance Institute of invites you to a breakfast seminar on the PFS Pension Transfer Gold Standard.

Event Details

Venue - Holiday Inn, Cardiff North (M4 Jct 32), Merthyr Rd, Cardiff CF15 7AD

Date - Wednesday 2nd October 2019, 09:00 for refreshments for a 09:30 start (please advise of any dietary requirements) event will finish at approx 11:00am.

Subject - DB Transfers - PFS Gold Standard

Speaker - David Flory - who is one of the 'architects' of the Pension Transfer Gold Standard

Learning objectives

• Overview of PS18/20 and CP19/25 - Regulatory direction of travel in the DB market.
• The Pension Transfer Gold Standard:
• How to apply it in your business?
• Using the Gold Standard to empower consumers.
• How to increase engagement across the Pensions Sector - M&PS and PASA
• Feedback session – what are the other burning issues in the Pensions Sector?

In addition to the learning objectives David wants this to be an interactive session and welcomes ‘your’ questions, issues and experiences.

To book your place on the course please email khatch@acumenifa.co.uk with your membership PIN.

The maximum limit of attendees for each CPD event is set by the venue and/or speaker.

All bookings will be assigned on a strictly first-come, first-served basis.

Bookings must also be made separately - by the individual who wishes to attend. Where bookings for more than one person are requested, only one place will be allocated, with the rest added to a waiting list.