Financial Advice and Pensions Freedoms

This breakfast seminar focused on the role DC sponsors and trustees play in preparing employees for their retirement. The sessions specifically looked at the necessity, accessibility and affordability of financial advice.

This event provided insight on the latest digital innovations in financial advice, exclusive research on employees attitudes to financial advice in the workplace and a legal perspective on pitfalls to avoid.

Registration for this event has now closed

Speaker Panel

Gary Smith

Gary Smith Head of DC Consulting Capita Employee Benefits

Event Details

Those who attended this event gained:

  • Exclusive research on employee attitudes to financial advice from our latest Employee Insight Report 2016-2017
  • An understanding of how trustees can ensure that scheme members always get the best possible outcome when retiring
  • Ideas and practical tips on how you could provide retirement education and information to scheme members and considering the role of technology in your approach
  • LV= provided best practice on online retirement advice
  • Pinsent Masons LLP looked at potential pitfalls from a legal perspective
People at seminar applauding

31 January 2017

 

Registration and breakfast: 9:00am

Session: 9:30am - 11:00am

 

Location: 65 Gresham Street, London, EC2V 7NQ

Contact our events team who will be happy to assist should you have any questions about this event:

Email us: louise.eabry@capita.co.uk

Call us: 020 7709 4862

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