How can you reduce the advice risk for DB transfers and deliver good outcomes for your clients in a time of increased regulatory scrutiny? Join us in to hear the expert view from the UK's leading professional body for financial planning.

These events are for advisers who are G60 or AF3 qualified and who are pension transfer specialists. It is a key regulatory requirement that you maintain your knowledge and stay up to date. This is a must attend CPD event for pension transfer specialists.

The day will be structured as an educational programme that builds upon, enhances and validates your process around DB transfer advice. It looks at the DB transfer process today and how it will develop in the future.

DB TRANSFER ADVICE PROCESS

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UNDERSTANDING
THE DB SCHEME

What evidence do you need to collate?
What information do you need to identify?

ANALYSING THE
CLIENT'S NEEDS

What do you require to analyse a client's needs?
DB transfers and the full planning service

RUNNING
REPORTS

What reports need to be run?
What data needs to be input?
What do the outputs tell you?

COMPARISON
OF BENEFITS

The compare and contrast approach
Identifying trade-offs

PREPARING THE
RECOMMENDATION

Presentation of evidence
Does the client understand?
   

The workshop will be hosted by one of our Pension Specialists supported by Dean Scott FPFS, a Chartered Financial Planner and full time training consultant.