MASTER: DB Transfers

02/12/2020

Online

9:30 am

A hot topic at the moment, this workshop will focus on the new rules surrounding Defined Benefits, providing you with practical takeaways to implement back in the office. Our new online events have been designed to ensure that they are super interactive and inclusive – click play to find out how…

Why should I attend?

It’s now time to learn how to navigate your way through the new world that will be DB advice and transfers following the release of PS20/06 and the new rules that came into force on the 1st October.

We will deep dive into triage, the data gathering process, abridged advice, TVC & APTA, PII requirements, how to compile suitability reports and how your files need to look from both a client and a compliance perspective.

Who’s hosting?

This event will be hosted by Paul Taylor and Christian Markwick of Apricity. We also have guest speakers from Money Alive, Lockton and Para-Sols and expect this to be a very lively and interactive workshop.

MASTER: DB Transfers

MASTER: DB TransfersMASTER: DB Transfers

MASTER: DB Transfers

MASTER: DB Transfers


When? 2nd December 2020.
Where? Online
Cost? £145 + VAT for clients of The Verve Group or £195 + VAT for Non-Clients

How do I sign up?

Simply click the button below.