Tutors:

Learning Outcomes:

1. The role of annuities in a world of pension freedoms.
2. How pensions can work alongside later life solutions.
3. The importance of state pension as part of overall retirement provision.

2015 green paper on pensions

Financial Advice Market Review Final Report March 2016

FCA paper on consumer vulnerability (Feb 2015)

FCA paper on value for money in annuities (Dec 2014)

The financial services consumer panel on second hand annuities

FCA consultation on charge cap

FCA proposed changes to pension transfer rules (June 2015)

FCA pension reforms – feedback on CP15/30 and final rules and guidance (April 2016)

HM Treasury consultation on pension transfers (July 2015)

International Longevity Centre – UK website

Channel

Tutors:

• Mike Hammond, Sales Director, Premier Asset Management
• Simon-Evan Cook, Senior Investment Manager, Premier Multi-Asset Funds Team

Learning outcomes:

1. Investment and diversification benefits
2. Use of alternatives and illiquid assets
3. The pros and cons of a multi-asset fund

Channel