Defined Benefit Transfer Workshop - April 2018
The workshop is designed to focus on the output of the FCA’s policy statement which is the response to Consultation Paper 17/16 ‘Advising on Pension Transfers’.
The detail contained in CP17/16 is likely to be significant in shaping the potential DB transfer advice process and so impact your business processes. The session open format will allow the workshop agenda to be shaped by you to cover the key areas affecting your business.
Key learning objectives:
- Understand the content of the Policy Statement and new FCA rules
- Understand the impact on your business processes
- Learn from fellow advisers how they are dealing with the change
Martin Clubbs, Pension Specialist at Old Mutual Wealth shall be in attendance to provide technical input.
To view our image and video capture consent statement, please click here.
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.