Fiona Tait

    Pension transfers – the adviser's perspective

    What you'll learn

    With increasing regulation life in the defined benefit transfer market continues to be extremely challenging for advisers.

    As one of the most prolific advisers firms in this space Intelligent Pensions were visited by the FCA in April 2017 following which they voluntarily gave up their pension transfer permissions. They have since carried out an in depth review of their transfer advice process and are once again actively supporting clients in this area. Fiona will provide an overview of the changes to regulation as well as the steps taken by Intelligent Pensions to comply with them, with the aim of assisting other adviser firms to proactively identify and implement any changes necessary to continue offering DB transfer advice.

    Smart objectives
    • To understand the practical issues facing advisers in the current DB transfer market.

      Consider the real impact of evolving regulation on the advice process.

      Identify possible changes that need to be made to your own process.

      Create an action plan to implement any necessary changes.

    More about Fiona

    Fiona is a specialist presenter and commentator on all areas of pension planning. Having (obviously) started young she now has nearly 30 years’ experience in pensions and is qualified as a Fellow of the Personal Finance Society.

    She is currently the Technical Director for specialist retirement firm Intelligent Pensions and previously held long-term positions with pension providers Aegon and Royal London.


    Fiona has been a guest speaker at numerous adviser conferences, including events for FT Adviser, Money Marketing and the Personal Finance Society, and is a regular contributor to the trade press and on social media in the persona of @pensionsgirlie.
    She lives in North Berwick with her husband and son, and has a particular interest in history.

    Illuminate live runs over six dates and locations

    All of our illuminate live session begin at 9.15am for registration with a welcome at 9.45am. The first workshop begins at 10am and we finish with drinks at 3pm.

    4 June – Belfast

    Maldron City Hotel, 20 Brunswick Street, Belfast BT2 7GE

    5 June – London

    etc venues St Paul’s, 200 Aldersgate, London EC1A 4HD

    6 June – Birmingham

    Malmaison, 1 Wharfside Street, Birmingham B1 1RD

    11 June – Bristol

    Aztec Hotel, Almondsbury, Bristol BS32 4TS

    12 June – Leeds

    The Studio, Whitehall Road, Riverside West, Leeds LS1 4AW

    13 June – Glasgow

    The studio, 67 Hope Street, Glasgow, G2 6AE

    Register now for June