News & Views

Prudential: Defined Benefit transfers – meeting client objectives and regulatory requirements

Pensions webcast for Financial Advisers and Paraplanners

5 Oct 2018

Prudential: Defined Benefit transfers – meeting client objectives and regulatory requirements

Register to join one of Prudential’s webinar sessions on Thursday 18 October to listen to industry specialists discuss different aspects of Defined Benefit (DB) transfers.

What to expect

In this webinar Vince Smith-Hughes of Prudential is joined by a panel of experts in different aspects of DB transfers. You'll hear from Luke Dickens of Selectapension, Jamie Newell of O3 Insurance; a specialist firm in securing professional indemnity to advisers, and Damian McPhun of Beale and Company Solicitors who has wide experience in helping advisers deal with complaints and avoiding complaints whilst ensuring client objectives are met. 

The panel will look at various topical aspects of DB transfers, with the emphasis on achieving good client outcomes, meeting regulatory and professional indemnity requirements and helping to futureproof advice processes.

After this webinar you’ll have an understanding of:

  • How new software helps to meet the new Appropriate Pension Transfer Analysis requirements for DB transfers
  • The issues advisers face with Professional Indemnity 
  • How to avoid future claims whilst ensuring client objectives are met

We're running two sessions on the day.

You'll also qualify for 1 hourstructured CPD. 

Register for your chosen session here

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