V1082 Pru Managing Risk
Date: June 2018
Length: 36 Minutes
Akademia structured learning on FCA attitude to DB transfers and the risks for advisers and clients
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DB Pension Description
V1082 Pru Managing Risk
Date: June 2018
Length: 36 Minutes
Akademia structured learning on FCA attitude to DB transfers and the risks for advisers and clients
V1483 Hart DB First Meeting
Date: 23 Aug 2019
Length: 48 minutes
First meeting on potential DB trasfer with client Hart and MI explains routes and options etc.
V1586 Hart DB Recommendation Mtg
Date: 23 September 2019
Length: 1 hour 36 mins
DB recommendation (2nd meeting) meeting with client Hart. Mark Insley presenting with Nwabisa Janda.
V1587 Hart DB Third Meeting MI NJ
Date: 27 September 2019
Length: 43 minutes
Third and final meeting with client Hart on DB
V550 Kam Sanghani
Date: August 2017
Length: 54 minutes
DB pension transfer meeting with a client. First meeting so useful questions and answers.
V1482
Date: Feb 2020
Length: I hour 51 mins
Two DB transfer recommendations for husband and wife clients
V1485 DB Pension No Transfer
Date: Feb 2019
Length: 1 hour DB
pension no transfer and IVR with client Gareth Roberts
V1486 DB Transfer Client Cottrell
Date: Aug 2018
Length: 1 hour 40 mins
DB to DC pension analysis Route B Mark Packer Social Housing scheme
V1487 DB to DC Route C Packer