Face to Face (Exeter) - PFS - Drawdown Best Practise Workshop
PFS Members Only
The Exeter Insurance Institute have arranged a Face to Face CPD workshop with Colin Simmons, Fellow of the Personal Finance Society for this PFS webinar training session. PFS Members of Plymouth & Cornwall Insurance Institute are also welcome, at no charge.
Session Overview:
The aim of the session is to share adviser best practice on Income Drawdown and retirement advice.
Colin Simmons runs these sessions as a discussion based session rather than a presentation this way you, the adviser, will get more out of it.
We discuss ideas on how to move your own businesses going forward & support better client outcomes for retiring clients.
Drawdown Agenda
FCA Views
CRP & Process
Cross over from DB transfers
Drawdown Reviews
Cash Flow modelling
Cost of Living crisis
Aspects of consumer duties
Support from Prudential
Timing: Bacon roll, tea coffee & juice at 8.30am, session starts 9.00am and finishes at 10:30am. The session will last for 90 minutes.
Learning objectives:
At the end of the session attendees will be able to understand more about:
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Current saving behaviours and drivers for pension tax relief and state pension reform.
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The latest retirement income statistics and customer behaviours.
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Pension death benefits in the news.
Venue: Kennford Suite, Exeter Court Hotel, Kennford, Exeter, EX6 7UX
Timing: Bacon roll, tea coffee & juice at 8.30am, session starts 9.00am and finishes at 10:30am.
Presenter: Colin Simmons
Colin has over 20 years experience working in the pensions and retirement market & represents Prudential at various conferences.
He has extensive knowledge of investments and pensions and is a fellow of the personal finance society, holds the investment management certificate and is also Chairman of the Thames Valley PFS region.
PLEASE COPY AND PASTE LINK IN ORDER TO BOOK:
If any issues or questions, please contact Exeter Insurance Institute.
This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 1/2 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.