Defined Benefit Transfer (FCA CP17/16) Workshop - September 2018

Tuesday, 11 September 2018
8:30 am – 11:00 am
    • Martin Clubbs, Pension Specialist, Old Mutual Wealth

This workshop is designed to focus on the output of the FCA’s policy statement which is the response to Consultation Paper 17/16 ‘Advising on Pension Transfers’.

The detail contained in CP17/16 is likely to be significant in shaping the potential DB transfer advice process and so impact your business processes. The session open format will allow the workshop agenda to be shaped by you to cover the key areas affecting your business.

Key learning objectives:

  • Understand the content of the Policy Statement and new FCA rules
  • Understand the impact on your business processes
  • Learn from fellow advisers how they are dealing with the change

Each course will be limited to a maximum of 30 per session to allow interaction and peer group sharing.

  • 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