DB Transfers: what to look for and include in research and Suitability Reports 07.09

This course is brought to you with Astute Pensions and the Insurance Institute of Preston and Blackpool. The full day course is designed to develop knowledge on Defined Benefit Transfers, looking at final salary pension transfers including their background and what you need to looking for. It will also include suitability reports and the current FCA thinking.

Cost: £200+VAT including lunch and refreshments

Booking: Please book directly with Astute Pensions on info@astutepensions.co.uk

Learning Objectives
By the end of this course, delegates will be be able to describe:
- the main types of Defined Benefit schemes
- the rules and operation
- the factors to consider and the benefits on normal retirement, early retirement, ill health retirement and death
- the options available to someone who has left the scheme, and the considerations that need to be made
- how a TVAS is constructed and what assumptions need to be made
- what happens to a CETV if the assumptions change; and the relationship between the assumptions
- how pensions freedoms have affected peoples’ views on transferring out of a DB scheme
- the FCA current thinking on DB transfers
- what to look for when compliance checking a file

Trainer Biography
Tom has worked at Astute since March 2015, as the business development and compliance manager. Tom previously worked for the group that owned one of the largest SIPP providers in the UK, as a compliance and training manager, a role he held for 16 years. Tom also serves on the regional Personal Finance Society committee and has done so for the last 17 years. He is currently the education officer for the region. Tom is both a Chartered Financial Planner and a Certified Financial Planner, and has worked in this profession since the late 80s.

Refreshments: Tea coffee on arrival and during morning and afternoon breaks; buffet lunch served.

Booking Terms
The course must receive a minimum number of 6 registrations to run. Registrations followed by non-attendance will incur the full charge as advertised to cover costs, unless 3 working days notice is given by email to info@astutepensions.co.uk you will receive confirmation of your cancellation. By proceeding with the registration you agree to these terms and conditions. You will be invoiced directly by Astute Pensions.

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