Final Salary Pension Transfers | Chartered Insurance Institute | 13 July 2017 | London, United Kingdom

This course is brought to you with Astute Pensions and delivered by Tom Ryan APFS.

The full day course is designed to develop knowledge on Defined Benefit Transfers, looking at final salary pension transfers including their background and what you need to be looking for. It will also include suitability reports and the current FCA thinking

Learning objectives. By the end of this course delegates will be able to describe:

The main types of Defined Benefit schemes
The rules and operation
The factors to consider and the benefits on normal retirement, early retirement, ill health retirement and death
The options to someone who has left the scheme and the considerations that need to be made
How a TVAS is constructed and what assumptions need to be made
What happens to a CETV if the assumptions change and the relationship between the assumptions
How pensions freedoms have affected peoples' views on transferring out of a DB scheme
The FCA current thinking on DB transfers
What to look for when compliance checking a file
Trainer Bio:
Tom has worked at Astute since March 2015 as the Business Development and Compliance Manager. Tom previously worked for the group that owned one of the largest SIPP providers in the UK as a Compliance and Training Manager, a role he held for 16 years. Tom has also served on the regional Personal Finance Society committee for 17 years. He is currently the Education officer for the region. Tom is both a Chartered Financial Planner and a Certified Financial Planner and has worked in this profession since the late 80s.

Speaker for 2017

Tom Ryan APFS,
Chartered Financial Planner, Astute Pensions