Webcast for Financial Advisers: Understanding DB Pension Transfers - 2023
Webcast for Financial Advisers: Understanding DB Pension Transfers - 2023
05 October | Thursday | 3 pm - 4 pm
Transfer Special Webcast for Financial Advisers: Understanding DB Pension Transfers
Navigating pension transfers can be one of the biggest challenges for financial advisers due to the increasing volume and complexity of regulations and the level of support required. However it can also be very rewarding and critical for clients.
In this special event we will run through the key issues and help you navigate your way through this complex and rapidly changing landscape.
Our experts will share their insights on:
- Our experience of what members are choosing to do with their pensions and how transferring is becoming a retirement decision.
- Developments in protecting members from pension scams and the impact the 2021 transfer regulations and 18-month review.
- Understanding transfer value analysis and the pitfalls to beware of.
- Destinations for transfers, highlighting the role of SIPPs and SSAS’.
This webcast is aimed at advisers and transfer specialists already providing transfer advice and for advisers considering entering or re-entering the market. (CPD accredited)