AF7 Exam Study Workshop - PART TWO

The Personal Finance Society and the Insurance Institute of Perth and Dundee is happy to announce our second event in the series hosted by John Reynolds from Expert Pensions. an AF7 Exam Study Workshop, at the Aviva Pitheavlis premises.

Places are strictly limited to ensure that each delegate can get the most out of the session, therefore, it is important that you reserve you place to avoid disappointment.

John Reynolds has over 25 years’ experience as a pension practitioner, providing expert pension advice, consultancy and training to specialist advisory businesses across the UK.

He currently holds fellowship with the PFS, is a Chartered Financial Planner and is a Chartered Fellow of the institute of Securities and Investments. In 2017 he completed his MSc in Financial Planning and Business Management at Manchester Metropolitan University (MMU).

He is an experienced pension practitioner providing specialist and technically sophisticated pension advice to businesses and individuals across the UK – known by many as the “Pensions Professor”. His specialist area is defined benefit pensions and lifestyle retirement planning using cashflow modelling tools and this extends across into the most-respected corporate organisations in the UK.

He has been providing pensions consultancy into specialist advisory businesses, as well as teaching (and passing) L6 Pensions exams for 25 years.

Learning Objectives

On attending this seminar you will understand the required standards to pass AF7 in the area of “post-transfer” alternative structures. The session will cover:

• DC/MP schemes
• Scheme structures
• Death benefits
• Cashflow modelling

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