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?
- There are a lot of misunderstandings (a few deliberate)
- There is a lot of money at stake
- There are a log of reputations at stake
- 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 . | |
