Transfers deep-dive: Answers to your most asked questions

This interactive Q&A session on transfers on the 7IM Platform is designed to go deeper into the areas that matter most to you, covering the topics we didn’t have time to explore previously and addressing the questions raised by advisers.  

We’ll use your questions to bring clarity to some of the most common – and often complex – areas of transfers, including: 

•    Practical tips to help you manage transfers and client expectations 
•    Key considerations when handling withdrawals and pension transfers  
•    Insights into timelines, processes and common transfer challenges  
 
This session will be delivered as a Q&A, with our team answering your questions, giving you practical, experience-led insights.

Have a question? 

If you would like to submit a question in advance, simply click here.  

Your hosts

•    Sam Cole, Head of Platform Development 
•    Hayley Stubbs, Head of Platform Experience  
•    Jessie-May Cable, Head of Client Onboarding