We are delighted that Scott Phillips, CEO of The Pension LAB will be presenting his thoughts on the use of technology in the “digital” pensions space.
If you are a Provider, IFA, Scheme Adviser, TPA, GAA member or Trustee; this could be for you!
For letters of authority (LOA) this has been a headache for providers, advisers and Administrators for years and the people most impacted by this are clients/members!!
How have we got to today?
Why is the LOA process so slow?
Why can a bank process information within seconds but our industry can take weeks?
How does LOA impact the “advisory process” when assisting clients/members?
What can be done to assist the Government dashboard?
Scott is running a campaign called “log your LOA pain” and is calling on Advisers, IFA’s and providers to come together, gather data, their experiences and flush out solutions.
We’ll also get an update on what is happening with digital transfers/consolidation systems.
Just what does “good” look like in the future?
Coffee morning – Advancements in digital pension transfer technology plus the “log your LOA pain” campaign CPD included
Online Teams
When- Tuesday February 6th, 2024 at 10:30 am
If you are “paying member”
FOR PAYING MEMBERS PLEASE REGISTER BY CLICKING “ATTENDING HERE”
If you are a “non paying” member
PLEASE PURCHASE TICKETS VIA EVENTBRITE HERE
We hope you can join!