(PFS) One-Day Revision Workshop for October 2019- AF7
Overview
After the success of previous courses, we are pleased to offer a further day of revision from the Financial Adviser Academy for the October 2019 sitting of AF7 - Pension Transfers
3rd October 2019, 9.30am start, to finish at 4:30pm. Refreshments and buffet lunch will be provided.
Registration in advance is required. There are only 10 spaces available so act quickly to reserve your place.
A limited subsidised rate of £100 for the day is available for members of the Insurance Institute. £150 for all other delegates.
Learning objectives:-
- Analyse the appropriateness of pension transfers in a range of scenarios - Defined Benefit to Defined Contribution;
- Apply suitable solutions to potential pension transfers, taking into account factors such as Reconciling client objectives and needs with trade-offs between retirement needs and other factors;
Venue
- Brewin Dolphin
- 2 Colton Square
- Leicester
- LE1 1QF
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.