Following the success of: The future for DB Transfers following the FCA’s ban on contingent charging webinar, and to address the volume of questions that arose from the session, Andrew Tully, Technical Director, Canada Life has agreed to host a follow up to explore the following areas in more detail:
• Abridged Advice
• Contingent Charging
• CPD
Speaker bio:
Andrew Tully, Technical Director, Canada Life
Andrew heads up the well-respected technical teams at Canada Life, who help advisers across wealth management, trusts, taxation and pensions. He regularly comments in the media, speaks at conferences, and spends much of his time helping advisers work through the opportunities arising from the many changes taking place in the retirement market.
Prior to joining Canada Life, Andrew spent 18 years at Standard Life and also worked for 7 years at Scottish Equitable.