Webinars with Selectapension and O&M systems
On these webinars, we focus on pension switching advice and have been joined by two of the largest adviser software providers – O&M systems and Selectapension.
Pension switching is an area of advice that’s highly valued by clients. And technology can help to improve an adviser's suitability process which will benefit both client outcomes and help to ensure regulatory requirements are met.
On the webinar recordings, Colin Simmons, Business Development Manager speaks to both Selectapension and O&M, where they cover:
- reasons why and why not to switch
- both best and poor practices that were highlighted in previous suitability review
- what we could learn from recent defined benefit pension review and how we could introduce these learnings in the pension switching process
- a client journey, consolidating their pension pre-retirement, then move onto income drawdown and beyond
Each webinar qualifies for 60 minutes structured CPD. Once you’ve watched a webinar, please go to the Testing Centre to answer some questions and receive a CPD certificate.