Defined Benefit Transfers – All You Ever Wanted To Know
Speaker: Tony Davies, AXA Wealth
This workshop will cover:
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Background and positioning
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Early leaver options
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Reasons to consider a transfer
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The Pension Protection Fund
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Regulation and compliance
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Cash equivalent transfer values
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Transfer value analysis (TVAS)
BOOKING TERMS - IMPORTANT PLEASE READ
The Nottingham Insurance Institute charges for non-attendance at all CPD events.
If you do find that you are unable to attend, we ask that you give us at least 4 working days notice that you are no longer able to attend.
Please note, if you fail to let us know before this deadline, we will need to charge a £30.00 (inc. VAT) non-attendance fee to cover the cost of catering, booking arrangements and denial of your place to other members.
All cancellations must be received by email and you will receive confirmation of your cancellation. You may also nominate a replacement if you are unable to attend.
By proceeding with the registration you agree to these terms and conditions.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.