AF7 (Pension Transfers) Pre-exam Training - online distance learning event

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised training for those members who are studying for and taking the AF7 examination.

Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2021 and this event will be run as an Online Distance Learning event.

The overall objective of the day is to significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested

>> AF7 (Pension Transfers) - Thursday 25th January 2021

By the end of the event delegates will able to:

• Understand the background to pension transfers both from money purchase and final salary arrangements.
• Describe a DB scheme’s main features including the benefits paid at normal, early and late retirement, ill health pension and on death.
• Describe the member options with an uncrystallised money purchase fund.
• Understand the options available to someone who has left a DB scheme’s sponsoring employment.
• Understand how a Cash Equivalent Transfer Value (CETV), is calculated, the assumptions behind the calculation and how changes in these will affect the CETV.
• Understand the main principles in advising clients considering transferring their DB rights to flexible benefits.
• Understand the factors that must be taken into account to ensure that advice is appropriate.
• Understand the factors in ensuring that income in drawdown will be sustainable.
• Know the FCA’s current thinking on DB transfers and the compliance issues in giving advice on DB transfers.

Cost: The cost of the days training will be £95 for PFS members and £105 for non-PFS members.

>> More about our speaker

John Trayner FCII FPFS, is a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees on each day. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

AF7 28th January

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com.

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