Defined Benefit Transfers: A brave new world

Join us for a 45 minute webinar on the changing landscape of Defined Benefit Transfers on Thursday 18th November at 9:30 am.

We'll delve into the market and regulatory conditions that have brought about changes in the last couple of years. We'll look at what they mean for Advisers and consumers alike; how business practices have changed and explore some practical solutions to ongoing challenges such as PI Insurance premiums.

Thursday 18th November at 9:30 am

Who should attend?

Advisers - specialising in Final Salary Transfers or looking to triage clients and make referrals.

Business Owners and Compliance Managers - seeking to minimise the risks associated with Final Salary Transfers and evidence their approach to the regulator and insurers.

What will be covered?

Introduction - Andy Kirby;  CEO, Money Alive and Financial Adviser

• Observations on market trends and new opportunities.
  

Conduct - Andy Sutherland; Founder, Conduct Culture

• Culture eats “compliance” for Breakfast?
• Customer Outcome or Experience?
• PROD is the answer. What’s the question?
  

Risk and Insurance - John Netting; COO, BareRock Risk Management

• A broker’s view on PII cover
• How to secure it
• Keeping premiums stable
  

Powered by technology - Andy Kirby; CEO, Money Alive and Financial Adviser

• Efficient technology for triage
  

Q&A - Andy, Andy and John

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