PCG 26: DB Pensions

DB Pension Description 

MENU

GENERAL CONTENT

V1082 Pru Managing Risk

Date: June 2018

Length: 36 Minutes

Akademia structured learning on FCA attitude to DB transfers and the risks for advisers and clients

V1483 Hart DB First Meeting

Date: 23 Aug 2019

Length: 48 minutes

First meeting on potential DB trasfer with client Hart and MI explains routes and options etc.

V1586 Hart DB Recommendation Mtg

Date: 23 September 2019

Length: 1 hour 36 mins

DB recommendation (2nd meeting) meeting with client Hart. Mark Insley presenting with Nwabisa Janda. 

V1587 Hart DB Third Meeting MI NJ

Date: 27 September 2019

Length: 43 minutes

Third and final meeting with client Hart on DB

V550 Kam Sanghani

Date: August 2017

Length: 54 minutes

DB pension transfer meeting with a client. First meeting so useful questions and answers.

V1482

Date: Feb 2020

Length: I hour 51 mins

Two DB transfer recommendations for husband and wife clients

V1485 DB Pension No Transfer 

Date: Feb 2019

Length: 1 hour DB

pension no transfer and IVR with client Gareth Roberts

V1486 DB Transfer Client Cottrell 

Date: Aug 2018

Length: 1 hour 40 mins

DB to DC pension analysis Route B Mark Packer Social Housing scheme

V1487 DB to DC Route C Packer 

SPECIALIST CONTENT