Transfers in drawdown

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In this webinar, Justin considers whether the drawdown plan remains suitable to achieve the client's needs and objectives on an ongoing basis.

Justin also covers some of the legislative aspects advisers need to be aware of, the Retirement Outcomes Review and the PROD rules (in the context of transfers in drawdown), and more.

CPD learning outcomes - 60 minutes

timer iconAfter watching this webinar, you will be able to:

  • Explain the rules impacting TIDs.
  • Identify factors which could require a TID.
  • Explain how regulatory changes could influence the TID market

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.