Synopsis
This 45 minute presentation will focus on how recent changes to regulation of Defined Benefit Advice (PS20/6) will impact advisers who don’t advise in this area and their clients.
• How will the new regulations affect my introductions to a Pension Transfer Specialist?
• Do the new regulations impact any other advice areas?
• Do they give us any insight to FCA concerns and thinking?
After a very brief overview of the changes coming the session will look at the impact for those who are not active in advising on Defined Benefit assets and their clients and will focus on practical aspects.
The presentation will be followed by a short live Q and A session.
LEARNING OBJECTIVES
This webinar will give attendees the following benefits.
• A brief overview of the changes coming to the Defined Benefit Advice market, as a result of PS20/6.
• There will be a particular focus on how these changes will affect advisers who introduce clients to Pension Transfer Specialists and do not themselves advise in this area.
• We will look at how these new regulations might impact the wider advice market.
• We will also explore what PS 20/6 tells us about FCA thinking and concerns.
This will qualify as 1 hour of structured CPD.