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Defined Benefit pension transfer discussion day.
Mon 19 June 2017, 08:55 – 17:30 BST
"THE DB transfers event of the year" Rory Percival.
The business of advising Defined Benefit pension transfers is probably, one of the hottest topics in the world of financial planning at the moment. It is also a miss-selling scandal in the making unless you're practicing diligently and correctly.
Attending this event can only improve the chances of safer client outcomes by enhancing your understanding and insight into the appropriateness and suitability on Defined Benefit pension transfer advice. Further, it may protect you from making costly mistakes that impact on your profitability. A glittering array of speakers awaits.
Be privy to the thoughts of Sir Steve Webb, Rory Percival, Abraham Okusanya, a Lead Ombudsman (tbc) and Henry Tapper, and with many more to still be announced. The event is free to attend, all speakers and the organiser have provided their time at no charge.
But because of that, you will have to be a litle more self sufficient than you're used to (eg, bring your own notepad and pen) and although coffee and tea is provided, you'll also have to pay a few quid for a decent finger buffet. The cost of lunch will probably be in the region of £12-15 per head, all money to the hotel. Details to follow.
First come first served, sign up now to reserve your seat. If you would like to be identified by your name on a badge, please bring an old one from a previous event that you might still have lurking in a top drawer. We won't be offering any, sorry.
Note - event content and detail subject to change.
Are there special requirements to enter the event?
Financial professionals only, not open to retail clients. Please only use your professional email address to apply with. Due to the assumed level of delegate understanding and a subsequent absence of risk warnings, it is not an event for the public.
What are my transport/parking options for getting to and from the event?
The Marriott has great parking on site, if you have distinct needs, please don't hesitate to get in touch with me. The venue is a ten minute taxi ride from Peterborough railway station. Peterborough is c40 minutes from Kings Cross. The venue is normally fifteen seconds drive from the A1 at Peterborough. However, be warned. At rush hour, it can take fifteen minutes.
Is there a hashtag?
How can I contact the organiser with any questions?