Defined Benefit Pension Advice External CPD Event with Peter Lawlor of Expert Pensions

Join Peter Lawlor for this face to face event where he will discuss Defined Benefit Pension covering: 

1. Evidence client's understanding
2. What is the impact of Consumer Duty on the DB transfer
3. Analysing FOS determinations -- what can we learn
4. Contrasting attitudes and appetite for risk
5. Implications of CP23/24 on advice
6. Taking benefits post April 2024. 

Event Timings

9.30am arrival for coffees and start at 10am.

10-11.45 1^st session    

11.45 to 12 break  

12-1pm – 2^nd session   

1pm lunch

1.45 – 3.15 3^rd session  

3.15 break

3.30 – 4.45 4^th session