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20th April 2018

Prudential: Defined Benefit Transfers – the futureproofing of advice

Prudential are running a webex on 26 April at 9am, 11am and 3pm.

Prudential are delighted to have Rory Percival, an independent regulatory expert join their Director of Specialist Business Support, Vince Smith-Hughes, as they discuss the current state of the DB market.

On the webex they will cover:

  • The recent Policy statement PS18/6 and Consultation paper CP18/6
  • What changes to suitability are required and when
  • Tips for sense checking the advice process.

Rory and Vince will also look at other aspects of DB transfers and what lessons can be learned from recent events.

The session will qualify for 60 minutes structured CPD.

Register for your chosen session here.

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