9th November 2018

Prudential: Suitability Matters webinar

Regulation is never far from the news. Whether it's MiFID II, DB transfer advice or FCA market studies, there's always something to keep up to date with. 

Rory Percival, regulatory consultant, is joining us with a wide ranging assessment of topical regulatory issues in the investment and retirement space. Colin Simmons – Business Development Manager (Pensions) will focus on delivering good customer retirement outcomes. Alongside Rory and Colin, they will be joined by John Glover of Moneyalive. John will show attendees how their system can be used to triage clients considering asking for advice in respect of their defined benefit scheme, without crossing the line into advice. This webinar is for those that couldn’t make one of our seminars that took place across the UK. 

After this webinar you'll have an understanding of:

• The FCA's concerns around the platform and fund market 
• The latest thinking in relation to the provision of retirement income 
• How to meet the latest FCA DB transfer advice requirements
• The FCA's direction of travel in the DB transfer market

There running three sessions on the day. 

Register for your chosen session here.

Retirement, Pensions