Defined Benefit Transfer Advice CPD Session
AMP
Friday, 26 January 2018
8:30 am – 11:00 am (UK time)
Learning Objectives
- Understand the changes in behaviour in pensions decumulation post pensions freedoms and the current regulatory landscape and the proposed changes from the FCA in CP 17/16.
- Understand the advice considerations in comparing Defined Benefits and Defined Contribution pensions and understand the importance of the TVAS report, the need for accurate data and the analysis it provides.
- Understand the Cash Equivalent Transfer Value, how to calculate it and the impact of different assumptions.
- Have an awareness of how risk and capacity for loss should be determined specifically for DB transfers and understand how to structure and demonstrate suitability within a client file.
Presentation Slides
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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.
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