MASTER: DB Transfers

21/07/2021

Online

9:30 am

 

This workshop will focus on the rules surrounding how the latest Defined Benefits rules are working in the real world, 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?

In this workshop, we will take a deep dive into the areas of Defined Benefits where we see firms still finding their feet and therefore, where they need the most support.

This includes;

  • Triage
  • Abridged advice
  • Comparing workplace pensions
  • Demonstrating client understanding
  • PII requirements

During this half-day session, we’ll look at best practices and how your files need to look from both a client and a compliance perspective.

Who’s hosting?

Christian Markwick, Head of Adviser Support – Apricity Compliance

Christian is Apricity’s Head of Adviser Support. Having been an adviser, T&C Manager & SM16/17 for many years, he is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there.

Alanis Daniel, Compliance Support – Apricity Compliance

Alanis provides compliance support to Apricity’s firms, working more on the regulatory side of the business undertaking file checks, technical queries and is responsible for keeping up to date with FCA updates and new regulation.

MASTER: DB Transfers


When? 21st July 2021.
Where? Online
Cost? £145 + VAT for clients of The Verve Group or £195 + VAT for non-clients

How do I sign up?

Simply sign up below.