(PFS) Webinar Revision Workshop for AF7 - 2 half day sessions

Monday, 21 September 2020
9:30 am – 12:30 pm
    • Mark Thewlis , Financial Adviser Academy

Overview

After the success of previous courses, we are pleased to offer a revision session from the Financial Adviser Academy for AF7 - Pension Transfers.

This will be delivered via zoom over two morning sessions on Monday 21st and Tuesday 22nd September 2020. Start times are 9.30am - finish 12.30pm.

Registration in advance is required. There are only 08 spaces available so act quickly to reserve your place.

A limited subsidised rate of £100 for the two sessions is available for members of the Insurance Institute. £150 for all other delegates.

Learning objectives:-

Analyse the appropriateness of pension transfers in a range of scenarios - Defined Benefit to Defined Contribution;

Apply suitable solutions to potential pension transfers, taking into account factors such as Reconciling client objectives and needs with trade-offs between retirement needs and other factors;

Your trainer:

Mark Thewlis is a CII accredited trainer at advanced level with over 1,000 CII exam credits. Find out more about Mark and The Financial Adviser Academy via the following link:

www.financialadviseracademy.org.uk/meet-the-team

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.