AF3 Revision Day 27.09

This revision course is brought to you with Astute Pensions and the Insurance Institute of Manchester. The full day course is designed to build on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offering a sophisticated and comprehensive approach to financial management, in relation to the AF3 Pension planning module as part of the Advanced Diploma in Financial Planning.

Trainer: Tom Ryan, APFS of Astute Pensions

Cost: £100+VAT including lunch and refreshments

Booking: Please book directly with Astute Pensions on info@astutepensions.co.uk

Learning Objectives
By the end of this session, delegates will be able to describe:
◾HMRC Tax regime for pensions
◾The legal framework for pensions
◾Features and risks of both DB and DC schemes
◾State retirement benefits
◾Choices for early leavers, transfer value analysis and transfer advice
◾The various options for drawing income
◾Different needs and solutions available to personal and corporate clients

Trainer Biography
Tom has worked at Astute since March 2015, as the business development and compliance manager. Tom previously worked for the group that owned one of the largest SIPP providers in the UK, as a compliance and training manager, a role he held for 16 years. Tom also serves on the regional Personal Finance Society committee and has done so for the last 17 years. He is currently the education officer for the region. Tom is a Certified Financial Planner, and has worked in this profession since the late 80s.

Refreshments: Tea coffee on arrival and during morning and afternoon breaks; buffet lunch served.

Booking Terms
The course must receive a minimum number of 6 registrations to run. Registrations followed by non-attendance will incur the full charge as advertised to cover costs, unless 3 working days notice is given by email to info@astutepensions.co.uk you will receive confirmation of your cancellation. By proceeding with the registration you agree to these terms and conditions. You will be invoiced directly by Astute Pensions.

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