Pensions - Defined Benefit transfer
In this IIL financial services lecture Claire Trott discussed the issues surrounding defined benefit transfers in the current pension environment.
With the introduction of the pension freedoms in 2015 defined benefit transfers are more popular than ever but they aren't for everyone. This lecture delved into why you should or shouldn't consider a transfer viable. Claire discussed what is required by way of advice and what benefits need to be formally assessed an by who.
By the end of this lecture members would have gained an insight into:
- What benefits need advice
- Who can give this advice
- The pros and cons of defined benefit transfers
- Things to consider now and in the future with relation to defined benefits
Speaker Bio:
Claire Trott has over 18 years' experience in the pensions industry. Her career has ranged from a financial adviser dealing with pension transfers to helping advisers deal with the complexities of SIPPs and SSAS in a post simplification environment. Claire's role with Technical Connection continues to build on her ability to communicate with various audiences using a wide array of media.
Chair:
Angela Lloyd-Read Dip PFS, Wealth Advisor, Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) and PFS (London Region) Membership Officer.
Registration & Security
CPD events are open to CII and PFS members
Registration closes at 12pm two working days before the event date
For events held in The Old Library, Lloyd's pass holders may also attend and do not need to register
Original Photo ID (Driving Licence, Passport, Work ID with company logo and full name) is required to gain entry to all venues
Conditions:
- Email confirmations and original photo ID must be produced to security staff at the lecture venue
- Attendance confirmations are non-transferable to any other person or lecture
- All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission
Please let us know what we can do to make our events fully accessible to you.
Contact:
Please contact Patricia Pedraza (07463 028327) with any queries regarding the CPD events programme.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.