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DB Transfers: How to avoid poor member outcomes - London

Wednesday 20 November 2019

London: Sackers, 20 Gresham Street, EC2V 7JE


Start/End times:
8.15am Breakfast and networking 9.00am Seminar begins 10.45am Close and networking
Type of event:
Technical Seminar

Full event details

This seminar, hosted by Eversheds Sutherland and PMI’s Insight Partners Sackers and WEALTH at work, aims to give an overview of current developments and experiences, highlighting why DB transfers are on the rise and what schemes can do to help members make good decisions. 

The event will count as 2 hours CPD. 

Free for PMI Members.

Register for this event here.

Agenda

A background to DB transfers

  • The current DB transfer experience
  • What are the issues?
  • What support is available to scheme members?

Legal viewpoint

  • What are Trustee and Scheme responsibilities?
  • What’s the latest TPR and FCA thinking?
  • Best practice
  • Risks to schemes and members
  • Member support and due diligence

The adviser view

  • What happens when a member engages an adviser?
  • What is suitable advice?
  • What should members expect to pay?

Speakers

Jonathan Watts-Lay, Director, WEALTH at work

Paul Morton, Investment Planning Director, WEALTH at work

Kirsty Pake, Senior Associate, Sackers

Members£   All prices displayed exclude VAT
Non-members£   All prices displayed exclude VAT

Contact details for enquiries or special rates

Floor 20, Tower 42, 25 Old Broad Street, London, EC2N 1HQ