Briefing Notes Defined Benefit Transfer 680 392

Defined benefit pension transfers

Learn more about defined benefit pension transfers and what it means for advisers and clients.

In this CPD qualifying webinar Andrew Tully, Technical Director (Canada Life) and Andy Kirby, CEO (Money Alive) will provide an overview of the latest FCA position in regard of defined benefit pension transfers and what it means for advisers and clients, how advisers can safely be involved in this market and what a good process may look like plus alternative solutions which may reduce the risk of transferring.

CPD 45mins