13th May 2021
The Defined Benefit Transfer Panel Debate (59 minutes)
Vince Smith-Hughes is joined by Gary Kershaw, Group Compliance Director at Simply Biz, Will King, Head of Business Development at Pension Works and Dan Kelly, Managing Director at Onyx Insurance Brokers for a debate around some of the key themes affecting the DB transfer market.
It will include thoughts on the FCA finalised guidance, how to make and take introductions compliantly, how abridged advice is being used, obtaining PI cover and more.
This session should help you gain a better understanding of:
- The impact of the finalised guidance on the DB market
- How the new rules have shaped the market six months on
- How to offer clients a proposition for DB advice