Aon Breakfast Briefing: The evolving DB transfer environment
London – Thursday 21 November 2019
I am delighted to invite you to our morning breakfast briefing covering how scheme trustees and sponsors can effectively navigate the rapidly changing environment for Defined Benefit (DB) transfers and IFA advice, in light of the FCA’s consultation on DB transfer advice and the recent changes in the IFA market
This discussion will provide trustees and sponsors with the latest updates in the market and our best ideas on how to navigate through this changing environment.
The breakfast session will cover:
- What the FCA consultation means for IFA firms and pension scheme members
- The recent changes in the IFA market and how this is likely to impact pension scheme members who would like to transfer their DB benefits
- An in-depth look at the other options available to support pension scheme members
- New and recent trends in the DB transfer environment, including partial transfers and the impact of GMP equalisation
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The discussions will take place over breakfast (08:00 – 10:00) at our Aon London office.
This invite is open to all involved with the management of DB pension schemes, and we welcome you to also share this with appropriate colleagues.
The event is free to attend, but spaces are limited, so please sign-up early to avoid disappointment. Alternatively if you are unable to make this event please do let us know.
Kind regards
Ben Roe
Ben Roe, FIA | Senior Partner & Head of Member Options
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