Partial Transfers 1360X784

DB pension partial transfers

Kevan Ramanauckis will discuss DB pension partial transfers and de-risking the advice process.

About the webinar

Date: Wednesday 10 March 2021

In this CPD qualifying webinar Kevan Ramanauckis will discuss:

  • How a partial transfer value is calculated
  • Why this option has a valuable place in the advice process
  • How a 'Tranche' based solution can achieve the same goal
  • The available options for delivering 'guaranteed income' covering client need, legislation, tax control and death benefits

Support

Your CPD certificate will be sent to your registered email address after the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk