Live Webinar - Defined Benefit Pension Transfer Advice - Update on Contingent Charging FCA PS 20/06
Gareth Davies of Scottish Widows will present on the FCA Policy Statement (PS20/06) on Defined Benefit pension transfer advice
Learning outcomes as follows:
- Understand all of the changes contained in PS20/06
- Understand the context and market drivers behind these changes
- Discuss and agree what best practice looks like in the context of these changes
- Awareness of ongoing work by the FCA to assess suitability of DB advice and the timelines involved
Mark Goold and Sandra Graham of FCA will be in a position to answer questions relating to PS 20/06 at the end of the session.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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.