03 Aug

MASTER: DB Transfers

Our new online events have been designed to ensure that they are super interactive and inclusive. Prior to the event, you will receive a pack in the post with all relevant materials so that you can join in on the day and feel as though you’re actually in the room with us. We promise there will be no place for Zoom fatigue – these events have been created in an innovative way, with group activities and engaging content.

Why should I attend?

Our workshop delves into the detail of the latest defined benefit policy statement, and helps you to fully understand the new rules coming into force on 1st October 2020. The workshop will explore examples of good and bad practice, including having a look from a file reviewers point of view. We’ll also work through the practicalities of creating an abridge advice process, implementing contingent charging and creating a one-page disclosure document to comply with the changes.

Who’s hosting?

This event will be hosted by Apricity.

When? 3rd August 2020.
Where? Online
Cost? £145 + VAT for clients of The Verve Group or £195 + VAT for Non-Clients
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3rd August 2020

9:30 am - 1:00 pm

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Contact us

Part of the Verve Group

Design by Tony McBride, website by Outlines Design.

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