RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 19th March 2025 - online distance learning event

RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 19th March 2025

The Personal Finance Society Hants & Dorset, Surrey, Sussex, Thames Valley, Tyne Tees & Yorkshire Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Newcastle, Southampton, Sussex and York have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO4 examination.

This will be an online distance learning event.

The cost of the day’s training will be £50 for Hants & Dorset, Surrey, Thames Valley Sussex, Tyne Tees & Yorkshire PFS members, £75 for all other PFS members and £100 for non-PFS members. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be fewer than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

The course is recorded and a copy is sent out to all delegates.

The RO4 preparation day aims to increase your chances of passing the exam.

This will be a one-day event.

Overall objective

1. Understand the political, economic and social environment factors which provide the context for pensions planning.
2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning.
3. Understand the relevant aspects of pensions law and regulation to pensions planning.
4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning.
5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning.
6. Analyse the options and factors to consider for drawing pension benefits.
7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning.
8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.

By the end of the course, delegates will have covered the key elements of the RO4 syllabus with the emphasis on the CII Learning Outcomes, will have been introduced to the exam format and adopting a suitable exam technique.

Our 2025 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

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

To view our image and video capture consent statement, please click here.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.