Round Up Autumn 2018

Dates to note 1 October - Insurance Distribution Directive (IDD) Implementation of the new IDD comes into effect for all firms involved in insurance mediation. 1 October - Advising on pension transfers The requirement to provide a transfer value analysis (TVA) when advising on a pension transfer will be replaced by a new requirement to provide an appropriate pension transfer analysis (APTA), which also includes the transfer value comparator (TVC). 2 October to 13 November - threesixty regional events - Risk management Sessions to discuss the wider regulatory news, and hot topics of the moment. 8 October - threesixty research event (Manchester) Investment research and delivering a centralised investment proposition 17 October - Introductory to threesixty event (Manchester) The support available from threesixty, and how best to use our support to benefit your clients and your firm. 7 November - DB to DC training workshop (Manchester) Aimed at those involved in providing advice to clients in respect of their DB related benefits. These workshops will also be relevant to Pension Transfer Specialists and those responsible for the DB transfer process. 4 to 21 November - Supervisor courses (London and Manchester) Full day courses relevant to both individuals in a supervisory role, and those contemplating becoming a supervisor. © threesixty services LLP The Royals, Altrincham Road, Manchester M22 4BJ Regulatory change threesixty events