DB Transfer Workshop

Thursday, 26 January 2017
8:30 am – 10:00 am (UK time)

Sheffield Life & Pension Society - DB Transfer Workshop

  • Understand the context and drivers for the surge in demand for advice on DB pension funds, and the drivers of CETVs
  • Discuss the changing customer behaviours since pension freedoms which have driven a change in approach to these client discussions.
  • Explore the latest regulatory and industry commentary on this complex financial planning subject.
  • Cover the advisory and technical considerations surrounding all aspects of DB advice, and compare and contrast the certainty of a Defined Benefit pension scheme with the flexibility of Defined Contribution.
  • Consider the options for constructing profitable advice propositions, within an acceptable risk framework

Gareth Davies Biogrophy:

Gareth Davies is a Specialist Pensions Development Manager for Scottish Widows, dealing with technical and legislative aspects of both corporate and individual pensions. Gareth has over 25 years’ experience in the life and pensions industry working for major product providers, and over ten years’ experience as a pensions specialist. Gareth regularly speaks at industry and trade events and he is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate.

To attend please register here

  • 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.

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.