RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 23rd November 2021 - online distance learning event (1)

RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 23rd November 2021

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO4 examination.

Due to the COVID-19 Pandemic the Regional Committees have suspended all Face to Face events for 2021 and this event will be run as an Online Distance Learning event.

The cost of the day’s training will be £49 for Hants & Dorset, Surrey and Thames Valley PFS members and £69 for all other PFS members and £79 for non-PFS members. We trust your integrity to select the correct option. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

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

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

The day’s course will cover the following areas:

• The main tax and legal frameworks that govern retirement benefits under registered pension schemes;

• The features of defined contribution and defined benefit pensions;

• State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension;

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 2021 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Giles Hewitt FPFS, a CII approved trainer, based in Cornwall who runs his own training consultancy, Hewitt Financial Training Ltd.

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

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