Pension Transfer Webinars

1 October 2020 Alistair MacDougallCompliance

As indicated in last week’s Newsletter, we will be running a series of webinars, starting late October, that will provide detailed explanation of the new rules around Pension Transfer Advice and how firms can satisfy these.

There will be three webinars, each lasting around 20-30 minutes, as follows:

Part one
Overview of the rule changes
Contingent charging ban
Part two
Filtering
Information / Education (‘Triage’)
Abridged Advice
Part three
Considering the Workplace Pension option
Other rule changes

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Please email us here to express an interest in joining the webinars.

Apologies to those who had problems with this link from last week’s Newsletter. If the link above isn’t supported on your device please simply email your interest to webinars@atebconsulting.co.uk