United Kingdom

Aon Breakfast Briefing: The evolving DB transfer environment

 

London - Thursday 21 November 2019

This morning breakfast briefing, discusses the latest trends in DB transfers (including a focus on partial transfers) and member support

Aon experts will be joined by two guest speakers;

David Flory, consultant for the Personal Finance Society (PFS) and has been greatly involved in preparing the Pension Transfer Gold Standard.

 

James Ellison, chair of the Pension Administration Standards Association (PASA) Transfer Value Working Group.

David and James will share insights to the changes to the DB transfer advice guidance, and how this might impact the IFA market and pension scheme members. They will also discuss industry reactions to the FCA consultation and Pensions Transfer Gold Standard.

The discussion will take place over breakfast (08:00 – 10:00) at our Aon London office and it is free to attend.

 

It is open to all involved with the management of DB pension schemes, but spaces are limited, so please sign-up early to avoid disappointment.

We very much hope that you can join us for this informative and very topical morning.

 

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