AF7 Pension Transfers one-day crash course

Angels Share
Wednesday, 03 October 2018
9:00 am – 5:00 pm

The Insurance Society of Edinburgh is happy to announce that their next event will welcome Expert Pensions to deliver an AF7 Pension Transfers one-day crash course (exclusively for PFS members). Numbers are strictly limited, please book your place asap.

This is an exciting opportunity to learn the exam technique you need to achieve a pass, as well as cement your understanding of three key AF7 technical areas: CETV/TVAS (including
recent changes), transfer regulation, and death benefits.

We'll then look to practice, practice, practice in the final session of the day, marrying up our technical knowledge with the right exam technique. While Expert Pensions is famous for our relaxed, personable approach to training delivery, make no mistake that this is going to be a tough, fast-paced day that we hope will be a fun, engaging way for you to round off your AF7
exam preparation.

About your Expert Pensions Trainer

Based in Scotland, Michael Pashley is an investment and pension planning technician, financial services trainer, and financial adviser.

His career-to-date has seen him work with some of the biggest brands in our profession, including Prudential, Retirement Advantage, and Origen Financial Services.

He is a veteran of a number of CII pension exams and holds Distinctions in both AF3 Pension Planning and J05 Pension Income Options. He is a Chartered Financial Planner, PFS Associate (Fellowship pending) and full Member of the CISI.

Workshop Agenda

09:15 09:30 An introduction to AF7 (while everyone arrives)
09:30 11:15 CETV and TVAS (including recent changes)
11:15 11:30 Comfort break
11:30 13:00 Pension Transfer Regulation
13:00 14:00 Lunch
14:00 15:30 Death benefits
15:30 15:45 Comfort break
15:45 17:00 Practice questions

Venue
  • Angels Share
  • 9 - 11 Hope Street
  • Edinburgh,
  • EH2 4EL
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 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.