Live Webinar - Update on DB Pension Transfer Advice
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During this online workshop the presenter, Tony Escreet of Aviva Financial Advice (AFA) will identify the following learning objectives:
- Recap of FCA & FOS Suitability Criteria
- Reflections on current DB Transfer advice marketplace
- What AFA see and don't see in the marketplace
- Full advice suitability
- Case study examples
- What happens next?
About the presenter:
Tony Escreet is the Regulatory Lead at Aviva Financial Advice (AFA) and guardian of AFA’s risk appetite.
Tony is responsible for AFA’s advice process in Wealth and DB Transfers and Equity Release.
Before joining Aviva in January 2021, Tony worked at Scottish Widows in a similar role.
Tony is a Chartered Financial Planner.
He lives in Ilkley with his wife and 12 year old daughter.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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.