Defined benefit transfer advice - achieving good client outcomes and managing commercial risks

Top advice
1m read
Apr 2019
Ian Beestin

The Prudential recently hosted an extremely insightful webinar offering expert insights on these hot topics.

The panel comprised Damian McPhun, a specialist litigation lawyer who represents advisers with both FOS and the FCA , Dan Kelly, a leading PII Broker talking about how to give your firm the best chance of securing good terms on its PII renewal, Russell Facer, MD threesixty sevices, giving his expert and experienced insight into the DB market, and our own CEO Andy Kirby talking about how advisers are using Money Alive to avoid complaints, improve their PII conversations and sharing his own experience as an adviser. Skillfully hosted by Vince Smith-Hughes the topics are covered at the following time points:

  • 0.00: Introduction and discussion on triage
  • 20.00: Dealing with complaints
  • 39.00: PII
  • 51.00: Good practice
  • CPD is available too.
See also