Pension transfer: Stick or twist?

Join us to hear about a topic that is - or will be - relevant to all. Presented by Justin Corliss of Royal London.

Pension transfers are a complex area of financial services requiring specialist permissions to advise and transact.

Throughout this presentation we investigate permission changes and aim to help those without the transfer permissions to identify clients who may benefit from a referral to a Pension Transfer Specialist.

We re-visit the guidance from the pension regulator on pension transfers and consider what impact pension freedoms have had on the advice process and the justification of transferring members out of Occupational Pension Schemes in to personal pensions.

We also explore the issue of insistent clients as well as providing guidance on the construction of the suitability reports.

Learning Objectives

At the end of this event delegates will be able to identify:

• how legislative changes have impacted consumer interest in pension transfers

• the relevant risk factors associated with pension switching and transfers

• how to to document your advice process in line with the requirements of the regulator

• how to demonstrate suitability when recommending a transfer

Lunchtime Meetings are held at 1.00pm at The Masonic Lodge, 165 Warwick Road, Coventry CV3 6AU - Tel 024 7650 1475.

Entry is free. A buffet lunch is available from 12.30 pm at a cost of £3.50. Please book through Kevin Morris at kevin.morris@perryappletons.com