FCA focus on pension transfers and the decumulation market

The Lion House, Boreham
Monday, 02 November 2020
9:00 am – 1:00 pm
    • Rory Percival, Training Consultant

9 to 9.30am registration

9.30 to 10.40am Session 1

10.40 to 11.00 Refreshment Break

11.00 to 12.30 Session 2

12.30 Lunch

Close at 1pm

By attending this event, delegates will be able to:

  • describe the FCA’s view on the suitability of pension transfer advice
  • consider advice and regulatory issues around pension decumulation
  • consider good practice for decumulation advice, CRPs and PROD

About our speaker:

Rory Percival was ‘the face of the FCA’ to advisory firms for many years. He worked at the regulator for 10 years and was involved with many high profile projects such as risk profiling, centralised investment propositions, the RDR, research and due diligence, and the assessing suitability review as well as speaking regularly at conferences. Prior to joining the regulator Rory worked in the advisory for sector for 20 years mainly in compliance and training roles. He has Chartered Financial Planner status. In November 2016 he launched his own firm – Rory Percival Training and Consultancy Ltd to help support professionalism in the advisory sector.

Venue
  • The Lion House
  • Main Road, Boreham
  • Chelmsford
  • CM3 3JA
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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 www.cii.co.uk/cpd.

Ticket type Price   Qty  
Members
Free
Non-Members
£ 30.00