Virtual Conference

The 8th Conference on DB Member Options

DB to DC
TRANSFERS

This year’s conference takes place against a backdrop of significant regulatory change for the market and tightening capacity as PI insurance becomes increasingly difficult to obtain and some financial advice firms exit the market. Transferring may not be suitable for most people but for some it will be and improving the availability and quality of transfer advice is necessary to meet demand, protect members and deliver good outcomes.

The industry is responding with efforts to raise standards and by exploring new ways to provide more members with access to advice, and at an affordable rate. Equally schemes are increasingly recognising the need to support DB members with their choices, offering a wider range of options backed by greater access to advice and guidance.

This conference will analyse the latest regulations, trends and market developments; provide best practice guidance and member option case studies; and ultimately, consider how capacity might be increased in such a highly regulated market. With dedicated sessions including:

The FCA on their latest policy thinking and supervisory work Industry discussion on PS20/6, GC20/1 and PI insurance Update from the Financial Ombudsman Service on complaints and claims Market outlook survey on DB transfer activity Case studies from schemes on member options A roadmap for trustees to de-risk the transfer process Best practice in transfer suitability reports The “two adviser model” approach and outsourcing DB transfer advice How technology can help member engagement in the DB to DC advice process      For full details please request a brochure

The conference brings together a diverse range of organisations with senior representatives from:

FINANCIAL CONDUCT AUTHORITY
XPS PENSIONS GROUP
LOCAL GOVERNMENT PENSION SCHEME
EVERSHEDS SUTHERLAND
UNIVERSITIES SUPERANNUATION SCHEME
HUB PENSION CONSULTING
FINANCIAL OMBUDSMAN SERVICE
PENSION ADVICE SPECIALISTS
WPS ADVISORY
SCOTTISH WIDOWS
SACKERS
LEMONADE
LANE, CLARK & PEACOCK

For full details, please request a brochure

The conference will be delivered via the Zoom webinar platform. To minimise the risk of technical disruption and deliver high quality transmission, speakers’ presentations may be pre-recorded a few days before the event and launched on the day of the conference. Questions and discussion with the speakers will be live.

The morning session, 9.15am to 1pm, will comprise five presentations. The afternoon session, 2pm to approximately 5pm, will include three presentations and a panel discussion. There will be breaks throughout the day, enabling delegates to refresh and refocus and any presentations missed can be viewed on demand soon after the conference (subject to availability).

Ticket Options

Standard delegate ticket(s) which includes access to the live online conference, including the facility to pose questions, and on-demand access to the available content after the event (downloadable from a few days after the conference date).
£275 + VAT at 20% £55 each Total £330 per person

Multiple ticket(s) as for standard ticket where 3 or more delegates from the same company are booked at the same time (names can be advised later).
£240 + VAT at 20% £48 each Total £288 per person

To register please click the  REGISTER NOW button.

Terms of Payment. The full fee becomes payable on registration and should be paid prior to the event. Terms of business are in accordance with the Late Payment of Commercial Debts (Interest) Act.

Payment Methods.  The preferred method of payment is bank to bank transfer but we also accept card payments and cheques made payable to Westminster and City Programmes.

Cancellations, in writing only, received and acknowledged 14 clear days prior to an event are subject to a 10% cancellation fee. Registrations or cancellations made within the 14 day period prior to an event are payable in full in all circumstances.

Substitutions. There is no extra charge for substitutions as long as we are notified before the conference starts and any replacement is from the same company. Substitutions for part of the conference only are not possible.

No Sharing or Splitting. Each registration applies to one named person only. Registrations cannot be shared or split between different people even if they are present for different parts of the day.

Non-Appearance on the day is chargeable, whether or not the invoice has been paid.

Programme Changes. Every effort is made to keep to the published programme but occasionally speaker, venue or timetable changes are unavoidable. The right to change arrangements without liability is reserved and no liability is accepted for consequential loss.