The great pension transfer debate

pension-pounds

There is still time to register yourself a free place at the Great Pension Transfer Debate organised by IFA Al Rush. It will take place throughout the day of June 19th at the East of England Showground just west of Peterborough.

You can register for the event by following this link. The event is absolutely free, those organisations who have devoted time and resources will not be in charge, Al Rush is in charge- Al is an IFA. This is one of those rare occurrences where independent debate can really happen


Why this – why now?

  1. There are a lot of misunderstandings (a few deliberate)
  2. There is a lot of money at stake
  3. There are a log of reputations at stake
  4. No-one has ever done this before

There is an agenda, Al has put it together because these are the things that matter to him as an IFA. This event started out as something for Al and one or two sole practitioners to get themselves some proper training. The event will give CPD.

Here is the line-up (subject to change etc.). I will be chairing, let’s see you there!

08:55 09:00 Introduction
09:00 00:00 Alan Smith The Actuarial perspective
09:40 10:20 Rory Percival The Regulator’s perspective
10:30 11:00 John Ralfe Are trustees and advisers wrong ?
11:05 11:20 Break  
11:20 12:00 Abraham Okusanya Sustainable withdrawal rates,
12:00 12:45 Lunch Gregg McClymont gets on his soapbox!
12:45 13:20 Gregg Davies Behavioural finance aspects
13:30 14:30 Steve Webb A fit-for-purpose regulatory regime
14:30 15:30 Michelle Cracknell The public’s perspective – former IFA and actuary, Michelle, relays our clients’ thoughts.
15:30 15:45 Break  
15:45 16:45 IFA Panel How three IFA each approach DB/DC transfers.
16:45 17:15 Panel Wash up,  final questions.
17:00 Apres Networking .

About henry tapper

Founder of the Pension PlayPen, Director of First Actuarial, partner of Stella, father of Olly . I am the Pension Plowman
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