Tue 24 Nov. 2015

PFS RO8 1 Day Exam Revision Course

Below are details of a Yorkshire Region RO8 initiative which we are pleased to be involved with as your local Institute. This is being piloted in Yorkshire and if successful will be offered to members across the UK.

As you know all Financial Planners, Advisers, Paraplanners etc., who are involved in offering Pension Freedom services need to evidence their knowledge and understanding of the new rules which are fairly complex.

Many are using the CII’s RO8 Pension Update study and exam as their route to achieving this and so, for all those yet to sit their exam, this initiative could be just the extra support you need to pass.

If you would like to register your interest please read through attached and let me know as soon as you can by e-mailing me to the address quoted below.

I will then liaise with DSW and get back to you with your course date options and venue.

Ian Chapman
President, Halifax Insurance Institute
ian.chapman@onecommercial.co.uk

PFS RO8 revision day update

The Yorkshire Region RO8 pilot initiative has been enthusiastically received by members and a date and venue has been set for a revision course which is ideal for anyone due to sit their RO8 exam:

Tuesday, 19th January 2016

Novotel York Centre
Fishergate
York
YO10 4FD

More information about the revision event is available by clicking here.

There are still a handful of places available for the full day course on 19th January, which includes 6 hours of CPD-accredited support for the R08 exam at a significant discounted cost of £120 including vat. The day will begin at 9.30 and finish at 16.30 and includes a buffet lunch and all materials.

Places are limited so if you would like to attend this event, please send an e-mail as soon as possible to Adam Piplica, Insurance Institute of York Council Member: adamp@pen-life.co.uk.

1 Day Exam Revision Course document attached below