AF7 Revision Course (SOLD OUT)
The aim of this session is to prepare you for four of the key elements attracting marks in the AF7 syllabus.
WHAT’S COVERED
Sitting in the Examiner’s shoes – how marks are won and lost
The transfer process:
- Key stages
- Main comparison factors to analyse
- TVAS
Implications of transferring between different types of scheme
- Risk
- Death benefits
- Charges
- PCLS
Main issues arising
- Lifetime allowance
- Transitional protection
Main advice issues
- DB to DC
- BCEs
You will be provided with all the materials needed to pass.
How to Book
Places are limited so to register please email Jonothan McColgan; Jonothan@cfsorg.com.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.