Grove Pension Solutions

IFA Seminars & Webinars

As the UK’s leading Defined Benefit transfer bureau, we regularly host webinars and IFA seminars at our office and around the UK, for both existing and new referring IFA’s. Most are accredited CPD’s.

Every seminar includes interactive Q&A sessions with some of our senior PTS advisers, who can answer any questions that you have; so not only are these a great way for new IFAs who have not used a bureau before to learn about the process, but also an opportunity to meet some of the team face-to-face.

IFA Seminars

Future IFA Seminars & Webinars

2024

We are planning several webinars over the next few months. Register your interest below. 

Want to attend a webinar, seminar or find out more?

If you would like to attend one of our IFA seminars or webinars, please register your interest below and one of our IFA Support Team will get in touch.

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Past IFA Seminars & Webinars

7th February 2024

Hosted by Royal London and Grove Pension Solutions

Venue: Royal London, 80 Fenchurch Street

Arrival – 12.00am

Grove Pension Solutions will be talking about Defined Benefit transfers, specifically the future of this market into 2024 and where IFA’s are still finding opportunities.

Royal London’s Investment Director (Multi Asset) Nersen Pillay will give a market update and his thoughts on what 2024 may hold.

14th September 2023

Hosted by SimplyBiz and Grove Pension Solutions

Venue: Novotel, 1 West Quay Road, Southampton, SO15 1RA, Hampshire UK

Arrival – 9:30am

Session 1 – 10:00am – Grove Pensions Solutions

  • An understanding of the DB transfer process and how to ‘outsource’ this risk 100% to us
  • How to identify potential clients and significantly increase your FUM
  • How to ensure your consumer duty responsibilities are met in this highly regulated area
  • Interactive Q&A sessions with some of our senior PTS advisers, who can answer any questions about DB transfers

Finish & Lunch – 12:00pm

14th July 2023

Hosted by Grove Pension Solutions

Grove Pension Solutions, New Grove House, Murray Road, Orpington, Kent, BR5 3QY

29th June 2023

Hosted by Prudential and Grove Pension Solutions

London

19th May 2023

Hosted by SimplyBiz and Grove Pension Solutions

SimplyBiz Services Ltd, Fintel House, St Andrew’s Road, Huddersfield HD1 6NA

Arrival – 9:30am

Session 1 – 10:30am – Grove Pensions Solutions

The Defined Benefit transfer process, the future of this market / outlook for new tax year and the opportunity this presents IFA’s to generate additional funds under management.

Session 2 – 11:30am – Grove Pensions Solutions

Q&A with our senior Pension Transfer Specialists.

Finish & Lunch – 12:00pm

5th May 2023

Hosted by Simply Biz and Grove Pension Solutions

Location: Defaqto, 12 Haddenham Business Park, Haddenham HP17 8LJ

Arrival – 9:30am

Session 1 – 10:30am – Grove Pensions Solutions

The Defined Benefit transfer process, the future of this market / outlook for new tax year and the opportunity this presents IFA’s to generate additional funds under management.

Session 2 – 11:30am – Grove Pensions Solutions

Q&A with our senior Pension Transfer Specialists.

Finish & Lunch – 12:00pm

23rd March 2023

Hosted by The Pension Planner and Grove Pension Solutions

Location: The Pension Planner – Sheffield

DB Insight and Grove process and best practice for IFAs. How to maximise opportunities in the DB market.

24th February 2023

Hosted by Royal London and Grove Pension Solutions

Location: Royal London’s Office in London (EC3V 0RL)

Session 1 – Grove Pensions Solutions

The Defined Benefit transfer process, the future of this market and the opportunity this presents IFA’s to generate additional funds under management.

Session 2 – Royal London Asset Management

Global Multi-Asset Portfolios (GMAPs) and Economic Outlook with Investment Director, Nersen Pillay.

27th January 2023

Hosted by Grove Pension Solutions and Brewin Dolphin Asset Management

Location: New Grove House, Murray Road, Orpington, Kent, BR5 3QY

Session 1 – Grove Pensions Solutions

The seminar is focused on the evolution of the DB transfer market and the approaches a DFM can adopt in managing money for clients who are in or approaching retirement.

We will of course focus on the Defined Benefit transfer process, the future of this market and the opportunity this presents IFA’s to generate additional funds under management, without a risk to them.

Session 2 – RBC Brewin Dolphin

RBC Brewin Dolphin will be giving an investment market update whilst also covering off how they can construct & deconstruct portfolios specifically for retirement clients.

4th November 2022

Hosted by Grove Pension Solutions

Location: New Grove House, Murray Road, Orpington, Kent, BR5 3QY

Session 1 – The DB transfer process

An introduction into how the DB transfer process works

Session 2 – How to increase the chances of a positive outcome

We will explain some of the key factors in the outcome of both Abridged and Full advice and how this information can benefit your clients and business.

Session 3 – Maximising opportunities in the DB transfer market

How DB transfers can significantly increase your funds under management.

Our senior PTS advisers will be available to chat and are happy to discuss any aspect of what we do, whilst the IFA Liaison team will also be in attendance.

9th September 2022

Hosted by Grove Pension Solutions

Location: New Grove House, Murray Road, Orpington, Kent, BR5 3QY

This will be an opportunity to meet our senior Pension Transfer Specialists Advisers, as well as some members of our IFA contact team – attendance CPD certificates will be issued.

In addition to explaining the complex area of Defined Benefit pension transfers and the process involved, we will also discuss:

Session 1 – Maximising opportunities in the DB transfer market

How DB transfers can increase your Funds Under Management

Session 2 – How to increase the chances of a positive outcome for your clients

We will explain some of the key factors in the outcome of both Abridged and Full advice and how this information can benefit your clients and business

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