Prudential - Our Future of Pensions Advice seminars are coming to you virtually
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:
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The Financial Conduct Authority's (FCA) requirements on DB transfer advice encompassing the latest publication of Finalised guidance FG21/3 advising on pension transfers
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How FCA guidance on DB can influence your overall retirement advice process
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Consideration for stress testing income drawdown
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Assessing predictability and sustainability in drawdown planning
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How tax relief is given for pension contributions
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The annual allowance rules
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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.
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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].
