DBTV RoundTable

If you are involved in carrying out analysis for Defined Benefits Transfer Advice, or if you are a part of the overall advisory puzzle, delivering outcomes that relate to final salary schemes, then please block this date out in your diary. A full agenda will be published shortly, but in the meantime...
Date |
9th November 2018 |
Venue |
The offices of Dimensional Fund Advisors (DFA) at 20 Triton Street, Regent's Place, London NW13BF |
Nature of Event |
Roundtable, collaborative |
Timings |
9.30am - arrival + coffee
10.00am - commencement
12.30pm - (cold) buffet lunch
1.30pm - afternoon session
3.00-3.30pm - finish |
It's relevant for... |
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Those who currently function as a PTS
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Those who might be aspiring to operate as a PTS
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Those who actively collaborate with a PTS, and want to improve their understanding of the advice process, post-October 1st
|
Additional contributions |
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Representatives of CashCalc will be helping ValidPath Members get to grips with their new systems
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DFA are going to provide some technical input in relation to their World Allocation Funds.
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Short-term follow-up
We enjoyed a constructive, interactive and information-rich day. There are a number of actions and updates which will flow out of this, but in the short term, we wanted to make available to Members the following items:
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Notes of the event (Word format)
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Triage template document (Word format) for Members who handle DBTV analysis in-house
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Triage template document (Word format) for Members who outsource the DBTV analysis to a PTS within ValidPath
The items can be downloaded from the following list: