Multi-Asset

130 | DB transfers: managing risk for advisers and clients

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Tutor:

  • Vince Smith-Hughes, Director of Specialist Business Support, Prudential

Learning outcomes:

  1. How do DB pension transfers stand today
  2. Main changes set out by the FCA policy statement and consultation document
  3. Risks advisers need to be aware of from when people move into SIPPs and person pensions

Channel

Multi-Asset