Forthcoming events

All forthcoming events

AF7 - Revision Part 1

  • Fri 02 Oct 1:00 pm – 4:00 pm
    • Julia Holyoake

Revision Session One (please book part 1 & 2 together) Friday 2nd October 2020 1pm-4pm To review: Regulatory Background Transfer Advice Process DB & DC schemes Cii Chapters: 1, 2, 3,4 · Please have paper and a calculator available for both sessions Read the relevant parts of the AF7 textbook BEFORE each session; 100 hours study time recommended so start early It is your responsibility to enter for the exam Attendance on both webinars is required and early booking advised due to limited numbers of upto 12 to make sessions interactive.

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Maximising Opportunities in a hard market.

  • Fri 02 Oct 3:00 pm – 4:00 pm

There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. Policyholders desperate for savings will be receiving the unwelcome news of significant premium increases. The door of client inertia will be swung wide open, presenting fantastic new business opportunities, as well as offering serious threats to renewal books.

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AF5 - Analysis of Case Study Final Revision & Queries - Part 1

  • Thu 08 Oct 9:00 am – 12:00 pm
    • Julia Holyoake

AF5 revision webinar sessions: 1st session-October 8th. 9am to 12 noon. This session will cover the Analysis of Case Study Final Revision & Queries. 2nd session-October 12th 2pm-5pm. This session will cover the Practice Question Pack Final Revision & Queries All attendees will be issued the introduction to the AF5 techniques pack and the recorded session prior to the 1st session. Friday 25th September 2020 the fact Find will be issued by the CII. Wednesday 30th September 2020 the Q & A pack will be emailed to all attendees. Please note the following: There is no book for AF5 but you need to practice the past papers before the factfind is issued Factfind will be issued by the CII on 25th September 2020 Any technical summaries you will need will be emailed to you after this date – you cannot revise for this before the Factfind is out Final sessions are scheduled after the fact find is issued and will focus on potential questions in the exam. A full set of potential questions and suggested answers will be issued for you to work on – I aim for this to be available by 30th September It is your responsibility to enter for the exam

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AF7 - Revision Part 2

  • Thu 08 Oct 1:00 pm – 4:00 pm
    • Julia Holyoake

Revision Session Two (please book part 1 with part 2) Thursday 8th October 2020 13.00 – 16.00 To review: Key Issues for Transfers; Advice & Solutions Cii Chapters: 5 & 6 · Please have paper and a calculator available for both sessions Read the relevant parts of the AF7 textbook BEFORE each session; 100 hours study time recommended so start early It is your responsibility to enter for the exam Attendance on both webinars is required and early booking advised due to limited numbers of upto 12 to make sessions interactive.

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AF5 - Practice Question Pack Final Revision & Queries - Part 2

  • Mon 12 Oct 2:00 pm – 5:00 pm
    • Julia Holyoake

AF5 revision webinar sessions: 1st session-October 8th. 9am to 12 noon. This session will cover the Analysis of Case Study Final Revision & Queries. 2nd session-October 12th 2pm-5pm. This session will cover the Practice Question Pack Final Revision & Queries All attendees will be issued the introduction to the AF5 techniques pack and the recorded session prior to the 1st session. Friday 25th September 2020 the fact Find will be issued by the CII. Wednesday 30th September 2020 the Q & A pack will be emailed to all attendees. Please note the following: There is no book for AF5 but you need to practice the past papers before the factfind is issued Factfind will be issued by the CII on 25th September 2020 Any technical summaries you will need will be emailed to you after this date – you cannot revise for this before the Factfind is out Final sessions are scheduled after the fact find is issued and will focus on potential questions in the exam. A full set of potential questions and suggested answers will be issued for you to work on – I aim for this to be available by 30th September It is your responsibility to enter for the exam

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How inheritance can be managed differently

  • Wed 21 Oct 9:30 am – 10:30 am
    • Malcolm Tyrrell

Property is a very important source of wealth for the majority of clients but this means approximately 24,000 estates a year have an IHT liability. The number of homes reaching a couple’s £1m threshold is rising each year and is anticipated to be up to 1.6m in 2029 – especially as 770,000 properties in the UK are currently worth over £1m, creating £2.5bn of property wealth for the over 75’s. These are huge numbers resulting in many clients wanting to know how, and if anything can be done to mitigate some of their IHT liability. In this session we will compare how effective Wealth Management strategies can be using pension funds and Lifetime Mortgages.

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