Defined Benefit Pension Advice External CPD Event with Peter Lawlor of Expert Pensions
Luton Hilton Garden Inn
Wednesday, 15 March 2023
9:00 am – 4:30 pm (UK time)
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:
- Demonstrating Client's best interest
- Selling the stay-- the beauty of Abridged advice
- Appetite/attitude to investment risk
- How to evidence transfer risk
- Sustainability of income
- FOS determinations. Learning outcome from determination to improve the robustness of files
- Reviewing cases
- Understanding Conscious /unconscious bias ?
- Redress calculations-- implications of getting it wrong
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.