Defined Benefit Transfer Advice CPD Session

Friday, 26 January 2018
8:30 am – 11:00 am
    • Gareth Davies, Scottish Widows

Learning Objectives

  • Understand the changes in behaviour in pensions decumulation post pensions freedoms and the current regulatory landscape and the proposed changes from the FCA in CP 17/16.

  • Understand the advice considerations in comparing Defined Benefits and Defined Contribution pensions and understand the importance of the TVAS report, the need for accurate data and the analysis it provides.

  • Understand the Cash Equivalent Transfer Value, how to calculate it and the impact of different assumptions.

  • Have an awareness of how risk and capacity for loss should be determined specifically for DB transfers and understand how to structure and demonstrate suitability within a client file.

  • AMP Technology Centre
  • Advanced Manufacturing Park, Brunel Way
  • Rotherham
  • S60 5WG
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CII Accredited

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

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