PFS Workshop: Defined Benefits - to transfer, or not to transfer? That is the question

The Ivy Hill Hotel, Margaretting
Thursday, 14 September 2017
9:00 am – 1:00 pm
    • Don Soley, Help You Comply Ltd
    • Mike Morrison, AJ Bell
    • Bob Freeman, Voyant

This workshop is aimed at those with a specific interest in the process of Defined Benefit Transfer Advice and is intended to be fully interactive.

It is designed to be suitable for advisers and paraplanners with a range of experience and knowledge - from Pension Transfer Specialists to those who currently refer work elsewhere or do not yet advise in this area.

We have three excellent speakers:

  • Don Soley of Help You Comply Ltd will provide a regulatory and compliance view to assist with ensuring advice is appropriate to support recommended transfers.

  • Mike Morrison of AJ Bell will present a qualitative and practical view of the opportunities and potential client benefits of transfers.

  • Bob Freeman of Voyant, who will demonstrate cashflow modelling to assist in ensuring our clients understand the potential advantages of transfers together with the specific risks.

Delegates are also encouraged to provide questions ahead of the event for discussion on the day.

Please email and we will incorporate the key themes, where possible.

Learning objectives

By attending this event, delegates will be able to:

  • Identify the key factors when deciding to transfer a DB pension
  • Describe the importance or otherwise of Critical Yield analysis
  • Assess the usefulness of TVAS reports in the advice process
  • Describe the importance and potential value of supplementary analysis to the TVAS such as cashflow modelling
  • Understand the regulatory requirements for DB transfer work
  • The Ivy Hill Hotel
  • Writtle Road
  • Margaretting, near Chelmsford
  • CM4 0EH
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3 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