Free

Financial Liverpool DB Pension Transfer Workshop

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Location

Barnett Waddingham LLP

Port of Liverpool Building

Liverpool

L3 1BW

United Kingdom

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Event description

Description



Title: Defined Benefit Pension Transfer Workshop

Speaker: Martin Clubbs, Old Mutual Wealth

Timing

Registration & Breakfast Butties 8.00am – 8.30am

CPD presentation 8.30am – 10.30am


Venue: Barnett Waddingham Offices, Port of Liverpool Building, L3 1BW

Please note change of venue and time for this special event

Summary & Learning Objectives


This workshop is aimed at those with a specific interest in the process of Defined Benefit Transfer Advice and is intended to be fully interactive. Martin Clubbs, Pension Specialist at Old Mutual Wealth shall be in attendance to facilitate the session and to provide technical input, delegates are also encouraged to provide questions ahead of the event for discussion on the day.



Proposed learning objectives from the session and key discussion points are as follows:

  • Identifying the key factors when deciding to transfer a DB pension?
  • Review the Regulatory backdrop, key issues and the FCA Consultation
  • Sustainability of CETVs - dealing with a CETV which has been reduced in value
  • Usefulness of TVAS reports in the advice process
  • Managing the Lifetime Allowance

We look forward to seeing you at the workshop. Numbers are limited to ensure the session can be fully interactive with places on a first come basis. Please register here to confirm your place.

About the speaker:

Martin is a Pension Specialist with over 20 years market experience. He has worked with advisers in both the corporate and individual pensions market supporting them through the ever-changing pensions landscape.

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Date and Time

Location

Barnett Waddingham LLP

Port of Liverpool Building

Liverpool

L3 1BW

United Kingdom

View Map

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