06 May

Retiring Traditional Thinking in the Retirement Market

On this webinar we are delighted to be joined by a panel of experts to discuss current thinking in this market. We’ll be joined by Tim Eadon, Chartered Financial Planner at Pension Transfer Specialist Firm Eadon & Co, Michael McQuillan Specialist Support Manager at O&M Systems and Andy Kirby, CEO at Money Alive.

Following this webinar attendees will have an understanding of:

  • The use of video technology as a mechanism to help inform existing drawdown clients.
  • How tools can help with drawdown reviews.
  • Current state of play in the DB transfer market and how a bureau service can help.
  • Helping clients through the market shock.

60 mins of CPD is available. You can register for the session at 9AM or 11AM.

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6th May 2020

9:00 am - 10:00 am

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