Defined BenefitNov 5 2018

How to advise clients on DB transfers

  • Understand what the FCA has issued on pension transfer advice and who is eligible to give advice.
  • Learn what to do with self investors and the distinction between the two risk types.
  • Grasp what there is to know about TVAS, TVC and Apta, and charging for advice.
  • Understand what the FCA has issued on pension transfer advice and who is eligible to give advice.
  • Learn what to do with self investors and the distinction between the two risk types.
  • Grasp what there is to know about TVAS, TVC and Apta, and charging for advice.
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Approx.30min
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CPD
Approx.30min
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CPD
Approx.30min
How to advise clients on DB transfers

Defined Benefit (DB) transfers have given the Financial Conduct Authority (FCA) much to think about.

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