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X-WR-CALDESC:Events for The Lime Street Guide
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DTSTART:20180101T000000
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DTSTART;TZID=UTC:20181031T131500
DTEND;TZID=UTC:20181031T140000
DTSTAMP:20260827T135821
CREATED:20180801T205251Z
LAST-MODIFIED:20181021T154622Z
UID:45234-1540991700-1540994400@www.limestreetguide.com
SUMMARY:Pensions - Defined Benefit transfer
DESCRIPTION:In this IIL financial services lecture Claire Trott will discuss the issues surrounding defined benefit transfers in the current pension environment. \nWith the introduction of the pension freedoms in 2015 defined benefit transfers are more popular than ever but they aren’t for everyone. This lecture will delve into why you should or shouldn’t consider a transfer viable. In addition\, Claire will discuss what is required by way of advice and what benefits need to be formally assessed an by who. \nBy the end of this lecture members would have gained an insight into: \n • What benefits need advice\n • Who can give this advice\n • The pros and cons of defined benefit transfers\n • Things to consider now and in the future with relation to defined benefits \nSpeaker Bio:\nClaire Trott has over 18 years’ experience in the pensions industry. Her career has ranged from a financial adviser dealing with pension transfers to helping advisers deal with the complexities of SIPPs and SSAS in a post simplification environment. Claire’s role with Technical Connection continues to build on her ability to communicate with various audiences using a wide array of media. \nChair: \nAngela Lloyd-Read Dip PFS\, Wealth Advisor\, Canaccord Genuity Wealth Management (UK\, Channel Islands and Isle of Man) and PFS (London Region) Membership Officer. \n		\n\n							\n					Share this event with your colleagues:\n				 \n			\n			\n\n								\n		\n\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Facebook\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Twitter\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																LinkedIn\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Email\n									\n						\n\n											\n					\n									\n			\n					\n		\n			\n		\n		This event requires membership. Please visit the organiser's website for more information.Visit Event Website
URL:https://www.limestreetguide.com/event/pensions-defined-benefit-transfer/
LOCATION:The Old Library\, Lloyd’s of London\, One Lime Street\, London\, EC3M 7HA\, United Kingdom
CATEGORIES:Education & Training
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GEO:51.512999;-0.082006
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=The Old Library Lloyd’s of London One Lime Street London EC3M 7HA United Kingdom;X-APPLE-RADIUS=500;X-TITLE=One Lime Street:geo:-0.082006,51.512999
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