This online 4 hour workshop is designed for anyone who is a designated Pension Transfer Specialist and needs external CPD to meet their 5 hour external CPD target or maybe just needs more activity to meet their overall 15 hours. This is particularly useful for anyone whose firm has the DB transfer permissions but is not active in this area.
This workshop will be run by Mel Holman and James Brennan both of whom are qualified Chartered Financial Planners with a wealth of experiance in this market.
Learning points include:
- What’s happening in the current DB market?
- How has Consumer Duty impacted DB advice?
- What do my suitability reports need to include (what can I exclude!)
- Where does this fit in with the FCA Retirement Income Review?
- Potential complaints and ongoing liability – what do I need to think about or do?
Fee: £175 + Vat
CLICK HERE to book your space.