R04 (Pensions and Retirement Planning) - online distance learning

Tuesday, 15 June 2021
9:30 am – 4:30 pm
    • Giles Hewitt

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised training for those members who are studying for and taking the R04 examination.

Designed to help candidates feel more prepared for the exam, delegates will have covered the key areas of the syllabus and will have been introduced to the exam format and adopting a suitable exam technique.

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 trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience.

>> Learning Objectives

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

Cost: The cost of the days 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.

>> More about our speaker

Giles Hewitt, a CII approved trainer, based in Cornwall who runs his own training consultancy, Hewitt Financial Training Ltd.

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

R04 – 15th June

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

  • Online

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.