Defined Benefit Transfer Advice Workshop

Tuesday, 18 June 2019
9:00 am – 11:30 am
    • Gareth Davies, Pension Specialist, Scottish Widows

This workshop is designed to focus on the current position with respect to DB Transfer advice best practice.

Learning objectives (provisional):

  • Understand the latest position from the FCA on regulatory requirements for DB advice arising from PS 18/6 and PS 18/20
  • Discuss the possible direction of travel from the FCA on Contingent Charging
  • Understand the new APTA and TVC requirements, the underlying assumptions, and discuss what best practice looks like
  • Awareness of ongoing work by the FCA to assess suitability of DB advice

Attendance will be limited 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