About this seminar?

In this seminar we discuss the significant changes to rules around pension transfer advice that took effect on 1 October 2020.

This is the final part of a three-part series.

Is this course free?

Yes

How to complete the module?

Click on ‘Continue to Lesson’ to the right and start the video.

What will I learn?

In this webinar, we will do a quick recap on the new rules that came into effect on 1 October 2020, and overview what the transfer advice process might look like.

Most of this webinar will relate to the requirement to consider a workplace pension as the destination for any recommended transfer.

We will finish the session with an overview of the other aspects of the new rules.