AF7 (Pension Transfers) Pre-exam Training Monday 18th September 2023 - online distance learning event
AF7 (Pension Transfers) Pre Exam Training, Monday 18th September 2023
The Personal Finance Society Hants & Dorset, Surrey and Thames Valley 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 AF7 examination.
This event will be run as an Online Distance Learning event.
The cost of the day’s training will be £180 for Hants & Dorset, Surrey and Thames Valley PFS members and all other PFS members and £190 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 less 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.
This course is recorded and a copy is sent to all delegates.
The AF7 preparation day aims to increase your chances of passing the exam.
To significantly improve delegates’ chances of passing the exam by revising the key technical points that are likely to be tested.
By the end of the event delegates will able to:
understand the background to pension transfers both from money purchase and final salary arrangements
describe a DB scheme’s main features including the benefits paid at normal, early and late retirement, ill health pension and on death
describe the member options with an uncrystallised money purchase fund
understand the options available to someone who has left a DB scheme’s sponsoring employment
understand how a Cash Equivalent Transfer Value (CETV), is calculated, the assumptions behind the calculation and how changes in these will affect the CETV
understand the main principles in advising clients considering transferring their DB rights to flexible benefits
understand the factors that must be taken into account to ensure that advice is appropriate
Understand the factors in ensuring that income in drawdown will be sustainable
know the FCA’s current thinking on DB transfers and the compliance issues in giving advice on DB transfers
Our 2023 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Dean Scott FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2020.
Any questions please email the Hants and Dorset PFS Regional Committee on email@example.com.
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.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 1/2 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.