The 9th Conference on DB Member Options

DB to DC
TRANSFERS
Reducing Risks and Improving Outcomes

Virtual Conference

The DB transfers market continues to face capacity issues. The sharp increase in PII premiums and further regulatory intervention have led to an exodus of advisers from the market, reducing consumer access to the necessary, government-mandated, financial advice. In addition, negative publicity around poor practice and scams persists and transfer related complaints to the Financial Ombudsman Service increased by 44% during 2020.

What is the solution to lack of capacity? How can outcomes be improved and risks reduced? The 9th DB to DC Transfers Conference will address these questions and more, with case study presentations on abridged advice, bridging options and adopting a bulk advice approach for a scheme; an update from The Pensions Regulator on how consumers can be protected against bad advice; and expert analysis of the FCA’s Finalised Guidance and how this is impacting the market. Please request the programme for further details.

The event will include senior representatives from:

LANE CLARK & PEACOCK
THE PENSIONS REGULATOR
TESCO
NATIONAL PENSIONS TRUST
XPS PENSIONS GROUP
ORIGEN FINANCIAL SERVICES
AVIVA
GUIIDE
EVERSHEDS SUTHERLAND

Please request the programme for further details.

The conference will be delivered via the Zoom webinar platform. To minimise the risk of technical disruption and deliver high quality transmission, speakers’ presentations will, where possible, be pre-recorded a few days before the event and broadcast on the day of the conference. Q&A with the speakers will be live, with questions asked verbally or submitted in writing via the Slido platform.

Ticket Options

Standard delegate registration(s) which includes access to the live online conference and on-demand access to the available content after the event (downloadable from a few days after the conference date).
£290 + VAT at 20% £58 each Total £348 per person

Multiple registrations as for standard registration where 3 or more delegates from the same company are booked at the same time (names can be advised later).
£260 + VAT at 20% £52 each Total £312 per person

Trustee and scheme sponsor registration(s) as for standard delegate ticket but reduced price available at the discretion of the organisers. For full details please telephone 020 7582 6516

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.