How to use FCA APTA & TVC and apply to your suitability reports
The Insurance Institute of Glasgow is happy to announce that their next event will focus on pension scheme analysis. And APTA
With pension transfers a hot topic for discussion of late across the Financial Planning community, alongside the introduction new qualifications from the CII exam, we thought it would be beneficial to bring in some outside assistance.
John Reynolds, of Expert Pensions, whom many of you may know as a specialist in this area, has agreed to come to Glasgow again on 1st November to provide us with a seminar on the subject.
John will be looking at how to join up FCA requirements with your suitability reports and how to apply your technical ability to make reports more robust as well as going over detailed questions and using examples to show you what good looks like in a DB TV APTA compliant.
This should hopefully provide you with the opportunity to discuss the subject with your peers and ask John any questions which may come up during the sessions.
Book your place here
Spaces are limited so please book soon to avoid disappointment!
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3 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.