(PFS) Breakfast Seminar - 5 Best Practice Steps for a Defined Benefit Transfer

Event Details

The session will look at the 5 best practice steps for a DB transfer.

This will include an over view of how to make a compliant sale for DB to DC including the new TVA and APTA rules.

Learning outcomes:

• Understanding of the new TVA and APTA rules
• Understanding of the best practice steps for DB transfers
• Overview of how to make a compliant DB to DC transfer

Arrival at 7.45am for bacon sandwiches and coffee, with the talk beginning at 7.45am. Finish at 9.00am

Speaker John Corbyn

John has in excess of 30 years’ experience in the pensions field ranging from Standard life through Axa Wealth where he was Head of Sales over the Sipp & Family Suntrust & now with Old Mutual Wealth as a Pension Specialist covering from the Midlands to the Lake District supporting the advisers . He gained his Fellowship from the PFS back in 2013

The IIL provides accredited training and this event represents 1 hour of CPD.