The 8th Conference on DB Member Options

DB to DC
TRANSFERS

Increasing Capacity in a Highly Regulated Market

 

 

Due to the coronavirus pandemic, we have taken the decision to postpone this event until the autumn and it will now take place on 17 September 2020. We are in the process of rearranging and full details will appear here soon. If you have already registered you will be contacted directly.

  • Date & Time
    17th Sep 2020
    09:15 - 5:10
  • Location

    Canary Riverside Plaza Hotel 

    46 Westferry Circus 

    Canary Wharf 

    London E14 8RS

  • Price
    £650+VAT
    (standard delegate ticket)
    Click REGISTER NOW to view all ticket options

Conference Overview

This year’s conference takes place against a backdrop of potentially significant regulatory change, as the FCA prepares its Policy Statement in response to CP19/25 (expected Q1 2020), and tightening capacity as PI cover becomes harder to obtain and some financial advice firms exit the market. A DB to DC transfer is certainly not suitable for everyone but increasing the accessibility of high quality transfer advice is necessary to meet continuing demand and to protect members.

The industry is continuing its efforts to raise standards and is 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.

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’s latest policy thinking and supervisory work and what this will mean for stakeholders
  • 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
  • Industry discussion on contingent charging, alternative pricing models and PI insurance
  • 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
TENET
FINANCIAL OMBUDSMAN SERVICE
PENSION ADVICE SPECIALISTS
WPS ADVISORY
SCOTTISH WIDOWS
SACKERS
LEMONADE
LANE, CLARK & PEACOCK

For full details, please request a brochure

 

The conference is being held at the Canary Riverside Plaza Hotel, 46 Westferry Circus, London E14 8RS. Tel 020 7510 1999. This is a five star hotel close to the heart of the financial district of Canary Wharf, overlooking the water. It is of modern, spacious design with a purpose built function room. It is conveniently located near Westferry and Canary Wharf on the DLR and Canary Wharf on the Jubilee Line. Please click for a map.

Canary Riverside Plaza

 

What is Included

The Standard Delegate Ticket at £650 + VAT total £780 includes speaker documentation, printed copies of visuals, refreshments on arrival, mid-morning and mid-afternoon, pre-lunch drinks, lunch with wine and the post conference pack.

The Multiple Delegate Ticket at £545 per person covers exactly the same as the standard ticket but at a reduced rate where three or more delegates from the same company are registered at the same time.

The Special Rate Ticket is applicable to certain trustees of pension schemes where trusteeship is their primary role, small IFA firms, registered charities and other categories designated by us from time to time. Please call 020 7582 6516 for details. Availability at the discretion of the organisers.

Lunch is included with all registrations and is an important part of the day’s networking. If you have special requirements (vegetarian, dairy free, no shell fish etc) we can cater for you if we know in advance. Please use the message facility or call us on 020 7582 6516.

What is Not Included

Travel to and from the venue and overnight accommodation if required is the responsibility of individual delegates and not included in the registration fee. If it is required it must be separately booked. Because prices charged by London hotels change almost daily we are unable to quote firm room rates. Apart from the anticipated occupancy levels on any specific date, rates vary according to when the booking is made. We are, however, able to make suggestions of nearby hotels worth considering. We shall be happy to assist with any queries if you call 020 7582 6516.

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 or debit card. We regret that because of bank charges we are no longer accepting credit cards.

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.

If you wish to promote your brand, product or service at the event we have a range of competitively priced packages available. Please click here for more details.

Colour Xafinity resize

If you are unable to attend the conference but would like to know what was discussed, you can pre-order the event soundtrack and visuals from our Information Centre

17222515129_3e16dbb114_o