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Mind the
transfer advice gap

Events


11:00AM

Watch our on-demand webinar to hear about our new joint paper with Aviva on the hot topic of the current market for DB transfer advice.

The paper comes one year after major regulatory changes from the FCA including the ban on contingent charging and the introduction of ‘abridged’ advice, and provides the first detailed analysis of what is happening to the supply and demand for transfer advice.

The paper includes the results of a new survey from Aviva which gives the views of over 200 ‘high street’ IFAs who are or have recently been active in the DB transfer market. It also provides the first in-depth analysis of the ‘scheme-appointed’ section of the advice market based on detailed interviews with seven major players.

This event is chaired by Jill Ampleford, partner at LCP, and the speakers are:

  • Tony Escreet, Regulatory Lead for Aviva Financial Advice
  • Sir Steve Webb, Partner at LCP and former Pensions Minister

Timings 

1 hour (including Q&A) 

Watch our on-demand webinar