Defined Benefit Pension Advice External CPD Event with Peter Lawlor of Expert Pensions
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:
- Evidence client's understanding
- What is the impact of Consumer Duty on the DB transfer
- Analysing FOS determinations -- what can we learn
- Contrasting attitudes and appetite for risk
- Implications of CP23/24 on advice
- Taking benefits post April 2024.
Event Timings
9.30am arrival for coffees and start at 10am.
10-11.45 1st session
11.45 to 12 break
12-1pm – 2nd session
1pm lunch
1.45 – 3.15 3rd session
3.15 break
3.30 – 4.45 4th session
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Luton and Hertfordshire, which is acting as the host institute for this event.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
7 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.