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: