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Prudential - Our Future of Pensions Advice seminars are coming to you virtually

27 April 2021

Our three-part seminar series on 'The Future of Pensions Advice' is now open for booking. The virtual seminars will run over three mornings on Tuesday 11, Wednesday 12 and Thursday 13 May.

So book now, if you're interested in understanding more about:

  • The Financial Conduct Authority's (FCA) requirements on DB transfer advice encompassing the latest publication of Finalised guidance FG21/3 advising on pension transfers

  • How FCA guidance on DB can influence your overall retirement advice process

  • Consideration for stress testing income drawdown

  • Assessing predictability and sustainability in drawdown planning 

  • How tax relief is given for pension contributions 

  • The annual allowance rules

  • How our tools and calculators can help your clients understand the benefits of pension tax planning


Each session will qualify for 60 minutes of structured CPD. Part 1 also counts towards Pension Transfer Specialist (PTS) CPD. 

Session

Date    

Time

Part 1 - Definitive breakdown of the final Defined Benefit rules

11 May

10am - 11.30am*

Part 2 - Drawdown - have we learned the lessons?

12 May

10am - 11.30am*

Part 3 - Tax Relief, Annual Allowance and a paid of pension tax tools

13 May

10am - 11.30am*


*1 hour session followed by up to 30 minutes Q&A

Visit our registration site for more information and to register for your chosen sessions.


If there's anything you want to ask, please email [email protected].


                 

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